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
5601
$7K ﹤0.01%
358
-1,115
5602
$7K ﹤0.01%
979
-30
5603
$7K ﹤0.01%
1,882
+162
5604
$7K ﹤0.01%
1,296
-3,439
5605
$7K ﹤0.01%
812
+462
5606
$7K ﹤0.01%
+615
5607
$7K ﹤0.01%
+200
5608
$7K ﹤0.01%
1,000
-10,023
5609
$7K ﹤0.01%
535
-3,102
5610
$7K ﹤0.01%
+707
5611
$7K ﹤0.01%
3,061
+1,354
5612
$7K ﹤0.01%
+4,814
5613
$7K ﹤0.01%
400
-765
5614
$7K ﹤0.01%
250
-480
5615
$7K ﹤0.01%
+326
5616
$7K ﹤0.01%
+794
5617
$7K ﹤0.01%
522
+8
5618
$7K ﹤0.01%
300
5619
$7K ﹤0.01%
+494
5620
$7K ﹤0.01%
+11,984
5621
$7K ﹤0.01%
1,667
+201
5622
$6K ﹤0.01%
2,415
-7,356
5623
$6K ﹤0.01%
648
-3,323
5624
$6K ﹤0.01%
+233
5625
$6K ﹤0.01%
+574
223 224
225
226 227