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
4951
$22K ﹤0.01%
51
+18
4952
$22K ﹤0.01%
1,339
+1,095
4953
$22K ﹤0.01%
1,092
-52,544
4954
$22K ﹤0.01%
2,471
+2,441
4955
$22K ﹤0.01%
930
-18,558
4956
$22K ﹤0.01%
2
+1
4957
$22K ﹤0.01%
393
-15
4958
$22K ﹤0.01%
12,360
+7,360
4959
$22K ﹤0.01%
1,105
+862
4960
$22K ﹤0.01%
800
+508
4961
$22K ﹤0.01%
1,129
+600
4962
$22K ﹤0.01%
1,800
-42
4963
$22K ﹤0.01%
1,747
+1,310
4964
$22K ﹤0.01%
2,000
4965
$22K ﹤0.01%
571
+493
4966
$22K ﹤0.01%
2,578
-465
4967
$22K ﹤0.01%
1,784
-2,343
4968
$22K ﹤0.01%
2,240
-741
4969
$21K ﹤0.01%
1,779
-1,582
4970
$21K ﹤0.01%
+843
4971
$21K ﹤0.01%
4,564
-9,308
4972
$21K ﹤0.01%
2,846
-1,741
4973
$21K ﹤0.01%
+1,763
4974
$21K ﹤0.01%
593
+121
4975
$21K ﹤0.01%
+2,058
197 198
199
200 201