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
5826
$4K ﹤0.01%
243
-824
5827
$4K ﹤0.01%
2,780
-1,270
5828
$4K ﹤0.01%
1,718
+748
5829
$4K ﹤0.01%
104
-14
5830
$4K ﹤0.01%
287
-377
5831
$4K ﹤0.01%
+2,488
5832
$4K ﹤0.01%
1,001
5833
$4K ﹤0.01%
198
-560
5834
$4K ﹤0.01%
1,000
-10,232
5835
$4K ﹤0.01%
188
-908
5836
$4K ﹤0.01%
+223
5837
$4K ﹤0.01%
+1,210
5838
$4K ﹤0.01%
2,388
+961
5839
$4K ﹤0.01%
513
-1,208
5840
$4K ﹤0.01%
175
5841
$4K ﹤0.01%
124
5842
$4K ﹤0.01%
136
-1,800
5843
$4K ﹤0.01%
778
-198
5844
$4K ﹤0.01%
129
5845
$4K ﹤0.01%
625
+45
5846
$4K ﹤0.01%
89
-54
5847
$4K ﹤0.01%
455
-4,539
5848
$4K ﹤0.01%
2,048
-858
5849
$4K ﹤0.01%
285
+2
5850
$4K ﹤0.01%
+8,797
232 233
234
235 236