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
5576
$7K ﹤0.01%
+1,095
5577
$7K ﹤0.01%
3,251
+3,106
5578
$7K ﹤0.01%
368
+73
5579
$7K ﹤0.01%
3,852
+2,446
5580
$7K ﹤0.01%
41
-24
5581
$7K ﹤0.01%
641
+346
5582
$7K ﹤0.01%
2,281
+147
5583
$7K ﹤0.01%
1,045
+193
5584
$7K ﹤0.01%
247
5585
$7K ﹤0.01%
657
-425
5586
$7K ﹤0.01%
1,180
-10,545
5587
$7K ﹤0.01%
1,813
-1,136
5588
$7K ﹤0.01%
+834
5589
$7K ﹤0.01%
3,000
5590
$7K ﹤0.01%
1,701
+1,050
5591
$7K ﹤0.01%
+430
5592
$7K ﹤0.01%
+2,200
5593
$7K ﹤0.01%
600
-406
5594
$7K ﹤0.01%
315
-422
5595
$7K ﹤0.01%
+2,274
5596
$7K ﹤0.01%
744
-1,381
5597
$7K ﹤0.01%
2,177
+1,343
5598
$7K ﹤0.01%
+303
5599
$7K ﹤0.01%
9,766
+6,701
5600
$7K ﹤0.01%
+190
222 223
224
225 226