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
4826
$26K ﹤0.01%
2,936
+609
4827
$26K ﹤0.01%
+2,064
4828
$26K ﹤0.01%
3,914
-249
4829
$26K ﹤0.01%
97
-245
4830
$26K ﹤0.01%
119
-10
4831
$26K ﹤0.01%
1,001
+690
4832
$26K ﹤0.01%
562
+458
4833
$26K ﹤0.01%
+592
4834
$26K ﹤0.01%
3,636
+859
4835
$26K ﹤0.01%
+478
4836
$26K ﹤0.01%
2,333
-3,124
4837
$26K ﹤0.01%
2,015
+1,715
4838
$26K ﹤0.01%
+817
4839
$26K ﹤0.01%
1,828
-123,827
4840
$26K ﹤0.01%
12,953
-1,373
4841
– –
0
4842
$26K ﹤0.01%
+2,199
4843
$26K ﹤0.01%
10,781
-54,243
4844
$26K ﹤0.01%
+9,530
4845
$26K ﹤0.01%
190
-363
4846
$26K ﹤0.01%
10,578
-8,187
4847
$26K ﹤0.01%
+561
4848
$26K ﹤0.01%
882
+200
4849
$26K ﹤0.01%
2,594
-451
4850
$26K ﹤0.01%
+962
192 193
194
195 196