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
5526
$8K ﹤0.01%
431
+415
5527
$8K ﹤0.01%
621
+352
5528
$8K ﹤0.01%
1,270
+1,098
5529
$8K ﹤0.01%
255
-62
5530
$8K ﹤0.01%
222
-266
5531
$8K ﹤0.01%
2,617
-8,123
5532
$8K ﹤0.01%
+212
5533
$8K ﹤0.01%
1,743
+847
5534
$8K ﹤0.01%
+405
5535
$8K ﹤0.01%
868
-4,428
5536
$8K ﹤0.01%
5,698
-5,407
5537
$8K ﹤0.01%
+393
5538
$8K ﹤0.01%
2,266
+1,866
5539
$8K ﹤0.01%
3,240
-3,365
5540
$8K ﹤0.01%
1,032
+1,005
5541
$8K ﹤0.01%
2,617
+2,284
5542
$8K ﹤0.01%
330
+279
5543
$8K ﹤0.01%
+475
5544
$8K ﹤0.01%
1,777
+712
5545
$8K ﹤0.01%
553
+408
5546
$8K ﹤0.01%
621
+187
5547
$8K ﹤0.01%
665
+65
5548
$8K ﹤0.01%
152
-1,671
5549
$8K ﹤0.01%
253
5550
$8K ﹤0.01%
200
220 221
222
223 224