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
5426
$10K ﹤0.01%
1,155
+994
5427
$10K ﹤0.01%
+1,548
5428
$10K ﹤0.01%
879
+533
5429
$10K ﹤0.01%
1,100
-2,576
5430
$10K ﹤0.01%
3,601
-1,669
5431
$10K ﹤0.01%
+669
5432
$10K ﹤0.01%
+488
5433
$10K ﹤0.01%
+253
5434
$10K ﹤0.01%
2,055
-76
5435
$10K ﹤0.01%
918
+178
5436
$10K ﹤0.01%
1,546
-13
5437
$10K ﹤0.01%
371
-347
5438
$10K ﹤0.01%
584
+140
5439
$10K ﹤0.01%
207
+27
5440
$10K ﹤0.01%
+778
5441
$10K ﹤0.01%
2,380
-5,316
5442
$10K ﹤0.01%
658
+510
5443
$10K ﹤0.01%
1,313
-772
5444
$10K ﹤0.01%
1,009
+543
5445
$10K ﹤0.01%
2,490
-996
5446
$10K ﹤0.01%
1,500
5447
$10K ﹤0.01%
3,375
+2,369
5448
$10K ﹤0.01%
1,026
-2,257
5449
$10K ﹤0.01%
1,000
5450
$10K ﹤0.01%
+926
216 217
218
219 220