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
5751
$5K ﹤0.01%
1,341
+264
5752
$5K ﹤0.01%
1,205
+84
5753
$5K ﹤0.01%
762
-540
5754
$5K ﹤0.01%
2,568
-8
5755
$5K ﹤0.01%
548
+498
5756
$5K ﹤0.01%
1,860
+657
5757
$5K ﹤0.01%
2,216
+1,030
5758
$5K ﹤0.01%
+234
5759
$5K ﹤0.01%
865
+860
5760
$5K ﹤0.01%
348
+300
5761
$5K ﹤0.01%
448
-2,388
5762
$5K ﹤0.01%
308
-9,403
5763
$5K ﹤0.01%
148
+18
5764
$5K ﹤0.01%
+306
5765
$5K ﹤0.01%
165
-297
5766
$5K ﹤0.01%
+3,673
5767
$5K ﹤0.01%
909
-10
5768
$4K ﹤0.01%
168
-247
5769
$4K ﹤0.01%
+190
5770
$4K ﹤0.01%
4
-3
5771
$4K ﹤0.01%
+610
5772
$4K ﹤0.01%
893
+100
5773
$4K ﹤0.01%
716
+294
5774
$4K ﹤0.01%
5
-6
5775
$4K ﹤0.01%
204
+71
229 230
231
232 233