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
4976
$21K ﹤0.01%
2,760
+228
4977
$21K ﹤0.01%
636
-138
4978
$21K ﹤0.01%
+2,428
4979
$21K ﹤0.01%
1,200
-151
4980
$21K ﹤0.01%
806
+306
4981
$21K ﹤0.01%
4,571
+4,463
4982
$21K ﹤0.01%
8,730
+266
4983
$21K ﹤0.01%
+3,079
4984
$21K ﹤0.01%
535
-254
4985
$21K ﹤0.01%
3,128
+1,366
4986
$21K ﹤0.01%
+480
4987
$21K ﹤0.01%
559
-1,420
4988
$21K ﹤0.01%
1,616
-36
4989
$21K ﹤0.01%
876
+676
4990
$21K ﹤0.01%
1,107
-11,338
4991
$21K ﹤0.01%
11,921
+6,961
4992
$21K ﹤0.01%
827
4993
$21K ﹤0.01%
+15,800
4994
$21K ﹤0.01%
693
-322
4995
– –
0
4996
$21K ﹤0.01%
2,076
-2,127
4997
$21K ﹤0.01%
9,689
+7,689
4998
$21K ﹤0.01%
2,410
-60,226
4999
$21K ﹤0.01%
541
-1,404
5000
$21K ﹤0.01%
1,046
-355
198 199
200
201 202