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
5351
$12K ﹤0.01%
869
-1,969
5352
$12K ﹤0.01%
1,036
+3
5353
$12K ﹤0.01%
564
+397
5354
$12K ﹤0.01%
+786
5355
$12K ﹤0.01%
823
-894
5356
$12K ﹤0.01%
1,539
-759
5357
$12K ﹤0.01%
10,000
5358
$12K ﹤0.01%
732
-4,768
5359
$12K ﹤0.01%
110
-409
5360
$12K ﹤0.01%
+257
5361
$12K ﹤0.01%
772
+600
5362
$11K ﹤0.01%
4,121
+1,121
5363
$11K ﹤0.01%
7
-39
5364
$11K ﹤0.01%
1,345
+975
5365
$11K ﹤0.01%
338
+327
5366
$11K ﹤0.01%
1,257
-2,271
5367
$11K ﹤0.01%
713
-929
5368
$11K ﹤0.01%
+8,457
5369
$11K ﹤0.01%
598
5370
$11K ﹤0.01%
+2,001
5371
$11K ﹤0.01%
227
+41
5372
$11K ﹤0.01%
2,150
5373
$11K ﹤0.01%
891
-18,082
5374
$11K ﹤0.01%
+1
5375
$11K ﹤0.01%
2,190
-13,867
213 214
215
216 217