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
5201
$15K ﹤0.01%
1,041
-5,197
5202
$15K ﹤0.01%
250
-100
5203
$15K ﹤0.01%
875
-485
5204
$15K ﹤0.01%
+2,068
5205
$15K ﹤0.01%
650
-1,164
5206
$15K ﹤0.01%
368
+1
5207
$15K ﹤0.01%
585
+391
5208
$15K ﹤0.01%
535
+133
5209
$15K ﹤0.01%
5,493
-10,616
5210
$15K ﹤0.01%
281
+209
5211
$15K ﹤0.01%
2,198
-8,004
5212
$15K ﹤0.01%
156
+108
5213
$15K ﹤0.01%
525
5214
$15K ﹤0.01%
17,654
+8,154
5215
$15K ﹤0.01%
362
-46
5216
$15K ﹤0.01%
660
+200
5217
$15K ﹤0.01%
+597
5218
$15K ﹤0.01%
508
-1,422
5219
$15K ﹤0.01%
4,968
-1,282
5220
$14K ﹤0.01%
+130
5221
$14K ﹤0.01%
4,210
-17,554
5222
$14K ﹤0.01%
+1,092
5223
$14K ﹤0.01%
+988
5224
$14K ﹤0.01%
+198
5225
$14K ﹤0.01%
346
-213
207 208
209
210 211