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
5226
$14K ﹤0.01%
3,911
+2,911
5227
$14K ﹤0.01%
+699
5228
$14K ﹤0.01%
+743
5229
$14K ﹤0.01%
+1
5230
$14K ﹤0.01%
3,200
+506
5231
$14K ﹤0.01%
369
-61
5232
$14K ﹤0.01%
1,076
-1,096
5233
$14K ﹤0.01%
800
-198
5234
$14K ﹤0.01%
266
-360
5235
$14K ﹤0.01%
+551
5236
$14K ﹤0.01%
169
-143
5237
$14K ﹤0.01%
175
-44
5238
$14K ﹤0.01%
1,546
+917
5239
$14K ﹤0.01%
+8,232
5240
$14K ﹤0.01%
+617
5241
$14K ﹤0.01%
51,700
5242
$14K ﹤0.01%
+684
5243
$14K ﹤0.01%
921
-2,674
5244
$14K ﹤0.01%
1,284
-2,814
5245
$14K ﹤0.01%
1,366
+923
5246
$14K ﹤0.01%
1,028
-2,232
5247
$14K ﹤0.01%
1,166
+637
5248
$14K ﹤0.01%
2,418
+2,346
5249
$14K ﹤0.01%
3,790
+844
5250
$14K ﹤0.01%
809
-1,307
208 209
210
211 212