U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1B
AUM Growth
+$7.84B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,890
New
Increased
Reduced
Closed

Top Buys

1
+$185M
2
+$157M
3
+$142M
4
SWK icon
Stanley Black & Decker
SWK
+$133M
5
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
+$132M

Top Sells

1
+$308M
2
+$287M
3
+$179M
4
APD icon
Air Products & Chemicals
APD
+$140M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$121M

Sector Composition

1 Energy 12.17%
2 Healthcare 8.59%
3 Technology 7.94%
4 Financials 7.75%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4676
$33K ﹤0.01%
+3,030
4677
$33K ﹤0.01%
2,387
+252
4678
$33K ﹤0.01%
1,510
+561
4679
$33K ﹤0.01%
10,098
+8,135
4680
$33K ﹤0.01%
443
+39
4681
$33K ﹤0.01%
16,750
+1,373
4682
$33K ﹤0.01%
965
+568
4683
$33K ﹤0.01%
11,000
-2,305
4684
$33K ﹤0.01%
228
-91
4685
$33K ﹤0.01%
1,064
+524
4686
$33K ﹤0.01%
1,033
+382
4687
$32K ﹤0.01%
+1,860
4688
$32K ﹤0.01%
2,630
+651
4689
$32K ﹤0.01%
568
+416
4690
$32K ﹤0.01%
3,306
+922
4691
$32K ﹤0.01%
4,072
+1,894
4692
$32K ﹤0.01%
1,060
+287
4693
$32K ﹤0.01%
248
+81
4694
$32K ﹤0.01%
7,450
-21,283
4695
$32K ﹤0.01%
2,288
-2,427
4696
$32K ﹤0.01%
2,685
+1,716
4697
$32K ﹤0.01%
2,726
+888
4698
$32K ﹤0.01%
1,562
+1,287
4699
$32K ﹤0.01%
1,930
-570
4700
$32K ﹤0.01%
+314
186 187
188
189 190