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
6051
$2K ﹤0.01%
947
+397
6052
$2K ﹤0.01%
1,058
+551
6053
$2K ﹤0.01%
52
-3,796
6054
$2K ﹤0.01%
+1,135
6055
$2K ﹤0.01%
318
-2,638
6056
$2K ﹤0.01%
+3,418
6057
– –
0
6058
$2K ﹤0.01%
375
-1,185
6059
$2K ﹤0.01%
+257
6060
$2K ﹤0.01%
249
-1,977
6061
$1K ﹤0.01%
192
-874
6062
$1K ﹤0.01%
1,087
+544
6063
$1K ﹤0.01%
100
-249
6064
$1K ﹤0.01%
+262
6065
$1K ﹤0.01%
7
6066
$1K ﹤0.01%
203
+21
6067
$1K ﹤0.01%
+89
6068
$1K ﹤0.01%
100
-714
6069
$1K ﹤0.01%
100
6070
$1K ﹤0.01%
68
-570
6071
$1K ﹤0.01%
59
-1,473
6072
$1K ﹤0.01%
56
-1,064
6073
$1K ﹤0.01%
+53
6074
$1K ﹤0.01%
130
-336
6075
$1K ﹤0.01%
+164
241 242
243
244 245