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
6076
$1K ﹤0.01%
+263
6077
$1K ﹤0.01%
+547
6078
$1K ﹤0.01%
+35
6079
$1K ﹤0.01%
56
-39
6080
$1K ﹤0.01%
2
6081
$1K ﹤0.01%
538
+178
6082
$1K ﹤0.01%
+151
6083
$1K ﹤0.01%
+107
6084
$1K ﹤0.01%
+114
6085
$1K ﹤0.01%
44
-125
6086
– –
0
6087
$1K ﹤0.01%
+122
6088
$1K ﹤0.01%
90
-35
6089
$1K ﹤0.01%
999
-631
6090
$1K ﹤0.01%
+100
6091
$1K ﹤0.01%
52
-3,658
6092
$1K ﹤0.01%
160
-4,564
6093
$1K ﹤0.01%
+558
6094
– –
0
6095
$1K ﹤0.01%
+100
6096
$1K ﹤0.01%
+1
6097
– –
0
6098
$1K ﹤0.01%
+77
6099
$1K ﹤0.01%
+136
6100
$1K ﹤0.01%
+6
242 243
244
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