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
4801
$28K ﹤0.01%
1,507
-1,583
4802
$28K ﹤0.01%
1,189
+418
4803
$28K ﹤0.01%
1,092
+646
4804
$28K ﹤0.01%
+794
4805
$27K ﹤0.01%
2,232
+153
4806
$27K ﹤0.01%
+3,372
4807
$27K ﹤0.01%
750
-422
4808
$27K ﹤0.01%
10
+6
4809
$27K ﹤0.01%
36,882
+3,746
4810
$27K ﹤0.01%
1,677
-1,260
4811
$27K ﹤0.01%
4,573
-13,151
4812
$27K ﹤0.01%
1,611
-1,848
4813
$27K ﹤0.01%
+1,358
4814
$27K ﹤0.01%
3,293
+1,432
4815
$27K ﹤0.01%
2,799
-2,636
4816
$27K ﹤0.01%
+695
4817
$27K ﹤0.01%
1,331
-2,080
4818
$27K ﹤0.01%
+466
4819
$27K ﹤0.01%
2,200
-512
4820
$27K ﹤0.01%
874
-294
4821
$27K ﹤0.01%
3,701
+3,619
4822
$27K ﹤0.01%
1,351
-7,638
4823
$27K ﹤0.01%
593
-385
4824
$27K ﹤0.01%
1,368
+823
4825
$27K ﹤0.01%
1,165
+343
191 192
193
194 195