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
4876
$25K ﹤0.01%
1,770
+841
4877
$24K ﹤0.01%
1,084
-67,858
4878
$24K ﹤0.01%
4,455
+2,632
4879
$24K ﹤0.01%
82
-634
4880
$24K ﹤0.01%
+469
4881
$24K ﹤0.01%
+1,234
4882
$24K ﹤0.01%
+4,396
4883
$24K ﹤0.01%
743
-2,026
4884
$24K ﹤0.01%
938
+792
4885
$24K ﹤0.01%
856
-10,981
4886
$24K ﹤0.01%
3,622
+2,808
4887
$24K ﹤0.01%
+9,390
4888
$24K ﹤0.01%
500
-77
4889
$24K ﹤0.01%
40
+10
4890
$24K ﹤0.01%
8,122
-494
4891
$24K ﹤0.01%
2,184
+600
4892
$24K ﹤0.01%
14,161
-45,517
4893
$24K ﹤0.01%
+1,187
4894
$24K ﹤0.01%
450
+120
4895
$24K ﹤0.01%
400
-100
4896
$24K ﹤0.01%
888
+208
4897
$24K ﹤0.01%
991
-1,049
4898
$24K ﹤0.01%
2,383
+1,465
4899
$24K ﹤0.01%
+449
4900
$24K ﹤0.01%
13,464
+7,390
194 195
196
197 198