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
4726
$30K ﹤0.01%
+86
4727
$30K ﹤0.01%
2,121
+1,621
4728
$30K ﹤0.01%
3,530
+3,477
4729
$30K ﹤0.01%
2,155
+430
4730
$30K ﹤0.01%
2,353
+1,515
4731
$30K ﹤0.01%
2,253
+553
4732
$30K ﹤0.01%
596
+313
4733
$30K ﹤0.01%
+959
4734
$30K ﹤0.01%
1,207
+532
4735
$30K ﹤0.01%
2,021
4736
$30K ﹤0.01%
+422
4737
$30K ﹤0.01%
4,924
+2,831
4738
$30K ﹤0.01%
+2,232
4739
$30K ﹤0.01%
1,326
+1,226
4740
$30K ﹤0.01%
683
-647
4741
$30K ﹤0.01%
+2,130
4742
$30K ﹤0.01%
2,888
+2,388
4743
$30K ﹤0.01%
6,000
-17,028
4744
$30K ﹤0.01%
+4,295
4745
$30K ﹤0.01%
2,551
-3,096
4746
$30K ﹤0.01%
2,098
+501
4747
$30K ﹤0.01%
1,241
+3
4748
$30K ﹤0.01%
15,678
+2,678
4749
$30K ﹤0.01%
911
+79
4750
$30K ﹤0.01%
+3,605
188 189
190
191 192