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
5076
$18K ﹤0.01%
1,875
-7,310
5077
$18K ﹤0.01%
3,064
+1,727
5078
$18K ﹤0.01%
5,118
+4,909
5079
$18K ﹤0.01%
3,939
+2,517
5080
$18K ﹤0.01%
4,365
+2,599
5081
$18K ﹤0.01%
1,942
+1,215
5082
$18K ﹤0.01%
1,281
-4,055
5083
$18K ﹤0.01%
1,923
-1,037
5084
$18K ﹤0.01%
899
-103
5085
$18K ﹤0.01%
1,056
-301
5086
$18K ﹤0.01%
1,611
+644
5087
$18K ﹤0.01%
1,587
+1,168
5088
$18K ﹤0.01%
2,072
+1,722
5089
$18K ﹤0.01%
8,308
5090
$18K ﹤0.01%
192
-1,183
5091
$18K ﹤0.01%
1,313
+399
5092
$18K ﹤0.01%
989
+365
5093
$18K ﹤0.01%
2,134
+1,584
5094
$18K ﹤0.01%
587
-62
5095
$18K ﹤0.01%
183
-340
5096
$18K ﹤0.01%
+701
5097
$18K ﹤0.01%
2,850
-4,200
5098
$18K ﹤0.01%
574
-12,446
5099
$18K ﹤0.01%
2,379
+1,041
5100
$18K ﹤0.01%
4,622
-2,374
202 203
204
205 206