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
5926
$3K ﹤0.01%
423
+304
5927
$3K ﹤0.01%
+1,422
5928
$3K ﹤0.01%
495
+196
5929
$3K ﹤0.01%
171
-576
5930
$3K ﹤0.01%
90
-930
5931
$3K ﹤0.01%
261
-752
5932
$3K ﹤0.01%
+557
5933
$3K ﹤0.01%
886
-96
5934
$3K ﹤0.01%
1,272
-9,660
5935
$3K ﹤0.01%
170
-886
5936
$3K ﹤0.01%
1,500
5937
$3K ﹤0.01%
+100
5938
$3K ﹤0.01%
643
-14,498
5939
$3K ﹤0.01%
293
5940
$3K ﹤0.01%
649
+239
5941
$3K ﹤0.01%
+2,184
5942
$3K ﹤0.01%
+1,132
5943
$3K ﹤0.01%
500
-6,074
5944
$3K ﹤0.01%
561
-1,028
5945
$3K ﹤0.01%
39,188
+37,188
5946
$3K ﹤0.01%
+700
5947
$3K ﹤0.01%
+4,100
5948
$3K ﹤0.01%
2,339
-2,934
5949
$3K ﹤0.01%
338
-345
5950
$3K ﹤0.01%
645
-605
236 237
238
239 240