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
5451
$10K ﹤0.01%
4
+2
5452
$9K ﹤0.01%
+1,000
5453
$9K ﹤0.01%
1,300
-486
5454
$9K ﹤0.01%
2,078
+1,229
5455
$9K ﹤0.01%
2,410
+355
5456
$9K ﹤0.01%
648
+585
5457
$9K ﹤0.01%
+600
5458
$9K ﹤0.01%
+3,905
5459
$9K ﹤0.01%
228
-321
5460
$9K ﹤0.01%
193
-686
5461
$9K ﹤0.01%
2,154
-845
5462
$9K ﹤0.01%
341
-800
5463
$9K ﹤0.01%
79
-217
5464
$9K ﹤0.01%
+258
5465
$9K ﹤0.01%
290
-576
5466
$9K ﹤0.01%
1,300
+97
5467
$9K ﹤0.01%
1,111
-1,243
5468
$9K ﹤0.01%
249
-783
5469
$9K ﹤0.01%
1,382
-3,014
5470
$9K ﹤0.01%
+308
5471
$9K ﹤0.01%
+835
5472
$9K ﹤0.01%
1,177
+1,074
5473
$9K ﹤0.01%
+39
5474
$9K ﹤0.01%
1,621
+908
5475
$9K ﹤0.01%
487
-883
217 218
219
220 221