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
5151
$16K ﹤0.01%
+1,251
5152
$16K ﹤0.01%
8,893
+8,349
5153
– –
0
5154
$16K ﹤0.01%
561
+520
5155
$16K ﹤0.01%
1,730
-71
5156
$16K ﹤0.01%
578
-1,602
5157
$16K ﹤0.01%
551
-279
5158
$16K ﹤0.01%
902
+676
5159
$16K ﹤0.01%
1,398
+966
5160
$16K ﹤0.01%
+4,333
5161
$16K ﹤0.01%
1,899
-7,551
5162
$16K ﹤0.01%
2,148
+1,513
5163
$16K ﹤0.01%
2,148
+1,244
5164
$16K ﹤0.01%
200,048
-86,485
5165
$16K ﹤0.01%
+1,160
5166
$16K ﹤0.01%
338
-759
5167
$16K ﹤0.01%
920
-2,583
5168
$16K ﹤0.01%
+1,622
5169
$16K ﹤0.01%
17
-8
5170
$16K ﹤0.01%
+1,770
5171
$16K ﹤0.01%
204
+75
5172
$16K ﹤0.01%
671
-68
5173
$16K ﹤0.01%
830
-176
5174
$16K ﹤0.01%
1,588
+934
5175
$16K ﹤0.01%
668
+444
205 206
207
208 209