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
5651
$6K ﹤0.01%
2,367
+1,591
5652
$6K ﹤0.01%
755
-3,945
5653
$6K ﹤0.01%
1,332
-2,991
5654
$6K ﹤0.01%
1,080
-1,499
5655
$6K ﹤0.01%
490
-6,011
5656
$6K ﹤0.01%
874
+307
5657
$6K ﹤0.01%
+821
5658
$6K ﹤0.01%
1,556
+1,013
5659
$6K ﹤0.01%
4,489
+1,801
5660
$6K ﹤0.01%
+541
5661
$6K ﹤0.01%
1,538
+529
5662
$6K ﹤0.01%
82
-73
5663
$6K ﹤0.01%
+500
5664
$6K ﹤0.01%
282
-691
5665
$6K ﹤0.01%
+268
5666
$6K ﹤0.01%
732
+346
5667
$6K ﹤0.01%
1,168
-2,015
5668
$6K ﹤0.01%
877
+27
5669
$6K ﹤0.01%
354
+163
5670
$6K ﹤0.01%
+4,581
5671
$6K ﹤0.01%
102
-172
5672
$6K ﹤0.01%
3,813
+2,395
5673
$6K ﹤0.01%
383
-4,133
5674
$6K ﹤0.01%
523
-76
5675
$6K ﹤0.01%
781
+586
225 226
227
228 229