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
6026
$2K ﹤0.01%
918
+571
6027
$2K ﹤0.01%
58
-1,654
6028
$2K ﹤0.01%
83
-1,000
6029
$2K ﹤0.01%
505
-3,612
6030
$2K ﹤0.01%
861
-1,219
6031
$2K ﹤0.01%
+88
6032
$2K ﹤0.01%
+1,854
6033
$2K ﹤0.01%
1,520
-1,800
6034
$2K ﹤0.01%
256
-777
6035
$2K ﹤0.01%
39
-1,938
6036
$2K ﹤0.01%
1,000
-907
6037
$2K ﹤0.01%
+286
6038
$2K ﹤0.01%
2,000
+246
6039
$2K ﹤0.01%
+58
6040
$2K ﹤0.01%
191
+107
6041
$2K ﹤0.01%
411
-14,140
6042
$2K ﹤0.01%
167
-5,983
6043
$2K ﹤0.01%
260
6044
$2K ﹤0.01%
832
+732
6045
$2K ﹤0.01%
100
-1,400
6046
$2K ﹤0.01%
250
-3,609
6047
$2K ﹤0.01%
+606
6048
$2K ﹤0.01%
42
6049
$2K ﹤0.01%
+1,546
6050
$2K ﹤0.01%
601
+214
240 241
242
243 244