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
4751
$30K ﹤0.01%
1,562
+1,279
4752
$29K ﹤0.01%
+15
4753
$29K ﹤0.01%
1,496
+231
4754
$29K ﹤0.01%
843
-385
4755
$29K ﹤0.01%
+943
4756
$29K ﹤0.01%
+1,101
4757
$29K ﹤0.01%
373
+4
4758
$29K ﹤0.01%
1,686
+1
4759
$29K ﹤0.01%
1,660
-454
4760
$29K ﹤0.01%
3,244
-243
4761
$29K ﹤0.01%
+1,050
4762
$29K ﹤0.01%
5,662
-11,862
4763
$29K ﹤0.01%
5,236
+4,736
4764
$29K ﹤0.01%
1,948
+668
4765
$29K ﹤0.01%
1,439
+1,029
4766
$29K ﹤0.01%
+2,124
4767
$29K ﹤0.01%
1,102
-50
4768
$29K ﹤0.01%
39
+18
4769
$29K ﹤0.01%
895
+88
4770
$29K ﹤0.01%
283
+99
4771
$29K ﹤0.01%
460
+420
4772
$29K ﹤0.01%
1,251
+136
4773
$29K ﹤0.01%
1,018
+955
4774
$29K ﹤0.01%
+1,512
4775
$28K ﹤0.01%
+2,000
189 190
191
192 193