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
5051
$19K ﹤0.01%
+124
5052
$19K ﹤0.01%
284
5053
$19K ﹤0.01%
+749
5054
$19K ﹤0.01%
665
-20
5055
$19K ﹤0.01%
881
-427
5056
$19K ﹤0.01%
+721
5057
$19K ﹤0.01%
2,541
+1,160
5058
$19K ﹤0.01%
1,400
-368
5059
$19K ﹤0.01%
1,200
+1,000
5060
$19K ﹤0.01%
+438
5061
$19K ﹤0.01%
897
-1,595
5062
$19K ﹤0.01%
2,619
+1,050
5063
$19K ﹤0.01%
656
+109
5064
$19K ﹤0.01%
+547
5065
$19K ﹤0.01%
1,175
-1,700
5066
$19K ﹤0.01%
14,139
-1,141
5067
$19K ﹤0.01%
191
-1
5068
$19K ﹤0.01%
1,457
+596
5069
$19K ﹤0.01%
538
-1,061
5070
$19K ﹤0.01%
743
+83
5071
$19K ﹤0.01%
+1,000
5072
$19K ﹤0.01%
1,130
-653
5073
$19K ﹤0.01%
3,893
-3,758
5074
$19K ﹤0.01%
470
+417
5075
$19K ﹤0.01%
1,405
-2,754
201 202
203
204 205