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%
260
6027
$2K ﹤0.01%
832
+732
6028
$2K ﹤0.01%
100
-1,400
6029
$2K ﹤0.01%
250
-3,609
6030
$2K ﹤0.01%
+606
6031
$2K ﹤0.01%
42
6032
$2K ﹤0.01%
+1,546
6033
$2K ﹤0.01%
601
+214
6034
$2K ﹤0.01%
1,017
-95,905
6035
$2K ﹤0.01%
9,400
+7,394
6036
$2K ﹤0.01%
+1,832
6037
$2K ﹤0.01%
+30
6038
$2K ﹤0.01%
3,116
-880
6039
$2K ﹤0.01%
150
-951
6040
$2K ﹤0.01%
142
-1,773
6041
$2K ﹤0.01%
289
-1,522
6042
$2K ﹤0.01%
+58
6043
$2K ﹤0.01%
287
-93
6044
$2K ﹤0.01%
29,282
+2,020
6045
$2K ﹤0.01%
350
6046
$2K ﹤0.01%
1,546
+373
6047
$2K ﹤0.01%
+1,104
6048
$2K ﹤0.01%
+502
6049
$2K ﹤0.01%
+135
6050
$2K ﹤0.01%
235
-2,920
240 241
242
243 244