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
5276
$13K ﹤0.01%
641
-353
5277
$13K ﹤0.01%
775
+344
5278
$13K ﹤0.01%
375
-655
5279
$13K ﹤0.01%
1,003
+293
5280
$13K ﹤0.01%
426
+194
5281
$13K ﹤0.01%
1,213
-439
5282
$13K ﹤0.01%
311
+13
5283
$13K ﹤0.01%
+6
5284
$13K ﹤0.01%
21
-446
5285
$13K ﹤0.01%
2,037
+847
5286
$13K ﹤0.01%
903
+21
5287
– –
0
5288
$13K ﹤0.01%
2,167
-230
5289
$13K ﹤0.01%
+1,796
5290
$13K ﹤0.01%
+735
5291
$13K ﹤0.01%
551
-224
5292
$13K ﹤0.01%
4,010
+772
5293
$13K ﹤0.01%
1,114
+740
5294
$13K ﹤0.01%
2,048
+1,627
5295
$13K ﹤0.01%
+3,638
5296
$13K ﹤0.01%
1,630
+930
5297
$13K ﹤0.01%
650
+500
5298
$13K ﹤0.01%
489
-1,620
5299
$13K ﹤0.01%
1,163
-1,045
5300
$13K ﹤0.01%
1,701
-3,530
210 211
212
213 214