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
4901
$24K ﹤0.01%
10,688
+1,700
4902
$24K ﹤0.01%
1,152
+988
4903
$24K ﹤0.01%
6,092
+5,089
4904
$24K ﹤0.01%
512
+293
4905
$24K ﹤0.01%
1,656
4906
$23K ﹤0.01%
1,180
+971
4907
$23K ﹤0.01%
648
-722
4908
$23K ﹤0.01%
44
-5
4909
$23K ﹤0.01%
286
-885
4910
$23K ﹤0.01%
+2,938
4911
$23K ﹤0.01%
1,000
-50
4912
$23K ﹤0.01%
3,716
-1,524
4913
$23K ﹤0.01%
+1,384
4914
$23K ﹤0.01%
1,395
+873
4915
$23K ﹤0.01%
1,113
-2,266
4916
$23K ﹤0.01%
744
+69
4917
$23K ﹤0.01%
1,003
+903
4918
$23K ﹤0.01%
1,000
-69,860
4919
$23K ﹤0.01%
5,768
-4,983
4920
$23K ﹤0.01%
1,157
+300
4921
$23K ﹤0.01%
30
-24
4922
$23K ﹤0.01%
975
-1,528
4923
$23K ﹤0.01%
239
+144
4924
$23K ﹤0.01%
1,531
+531
4925
$23K ﹤0.01%
1,499
+919
195 196
197
198 199