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
5376
$11K ﹤0.01%
500
5377
$11K ﹤0.01%
664
+76
5378
$11K ﹤0.01%
900
-967
5379
$11K ﹤0.01%
2,560
+1,160
5380
$11K ﹤0.01%
+836
5381
$11K ﹤0.01%
28
-252
5382
$11K ﹤0.01%
2,000
+1,656
5383
$11K ﹤0.01%
774
+218
5384
$11K ﹤0.01%
1,341
+797
5385
$11K ﹤0.01%
488
+400
5386
$11K ﹤0.01%
1,782
-88
5387
$11K ﹤0.01%
439
+122
5388
$11K ﹤0.01%
2,997
-3,749
5389
$11K ﹤0.01%
3,940
+2,035
5390
$11K ﹤0.01%
+1,190
5391
$11K ﹤0.01%
40
-110
5392
$11K ﹤0.01%
1,098
+886
5393
$11K ﹤0.01%
250
5394
$11K ﹤0.01%
1,137
+937
5395
$11K ﹤0.01%
408
-3,270
5396
$11K ﹤0.01%
213
-7
5397
$11K ﹤0.01%
1,587
+276
5398
$11K ﹤0.01%
5,057
+858
5399
$11K ﹤0.01%
+759
5400
$11K ﹤0.01%
+533
214 215
216
217 218