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
4851
$26K ﹤0.01%
5,682
-1,244
4852
$26K ﹤0.01%
1,410
-3,211
4853
$25K ﹤0.01%
2,379
-5,429
4854
$25K ﹤0.01%
+1,948
4855
$25K ﹤0.01%
+82
4856
$25K ﹤0.01%
+279
4857
$25K ﹤0.01%
1,536
-7
4858
$25K ﹤0.01%
1,565
+160
4859
$25K ﹤0.01%
+72
4860
$25K ﹤0.01%
10,010
-2,617
4861
$25K ﹤0.01%
18,115
-6,081
4862
$25K ﹤0.01%
3,000
+2,474
4863
$25K ﹤0.01%
+944
4864
$25K ﹤0.01%
2,744
+992
4865
$25K ﹤0.01%
7,551
-6,694
4866
$25K ﹤0.01%
1,150
4867
$25K ﹤0.01%
784
+704
4868
$25K ﹤0.01%
2,429
-3,371
4869
$25K ﹤0.01%
12,870
+10,370
4870
$25K ﹤0.01%
4,000
4871
$25K ﹤0.01%
1,062
4872
$25K ﹤0.01%
5,048
+3,251
4873
$25K ﹤0.01%
402
-108
4874
$25K ﹤0.01%
1,521
-1,095
4875
$25K ﹤0.01%
1,858
+334
193 194
195
196 197