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
5901
$3K ﹤0.01%
192
+117
5902
$3K ﹤0.01%
+1
5903
$3K ﹤0.01%
+137
5904
$3K ﹤0.01%
84
-1,369
5905
$3K ﹤0.01%
127
-273
5906
$3K ﹤0.01%
178
-857
5907
$3K ﹤0.01%
+126
5908
– –
0
5909
$3K ﹤0.01%
+100
5910
$3K ﹤0.01%
200
-2,537
5911
$3K ﹤0.01%
2
-14
5912
$3K ﹤0.01%
960
-200
5913
$3K ﹤0.01%
227
5914
$3K ﹤0.01%
+1,117
5915
$3K ﹤0.01%
389
-2,422
5916
$3K ﹤0.01%
+122
5917
$3K ﹤0.01%
+162
5918
$3K ﹤0.01%
+299
5919
$3K ﹤0.01%
+50
5920
$3K ﹤0.01%
127
-550
5921
$3K ﹤0.01%
+2,256
5922
$3K ﹤0.01%
1,027
+643
5923
$3K ﹤0.01%
492
+332
5924
$3K ﹤0.01%
1,000
-3,914
5925
$3K ﹤0.01%
+50
235 236
237
238 239