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
826
$10.9M 0.02%
541,860
+17,154
827
$10.9M 0.01%
194,399
+101,099
828
$10.9M 0.01%
236,900
+38,262
829
$10.9M 0.01%
263,793
-19,024
830
$10.9M 0.01%
988,092
+517,164
831
$10.8M 0.01%
1,235,889
+250,024
832
$10.8M 0.01%
246,045
+38,261
833
$10.8M 0.01%
1,168,514
+420,235
834
$10.8M 0.01%
624,155
-115,215
835
$10.8M 0.01%
930,906
+12,022
836
$10.7M 0.01%
636,443
-52,294
837
$10.7M 0.01%
536,722
-11,804
838
$10.6M 0.01%
155,963
+25,640
839
$10.6M 0.01%
425,492
-89,803
840
$10.6M 0.01%
433,610
-77,644
841
$10.6M 0.01%
245,239
-5,006
842
$10.6M 0.01%
369,828
+9,290
843
$10.5M 0.01%
230,818
+82,169
844
$10.5M 0.01%
161,943
+1,901
845
$10.5M 0.01%
212,969
+166,035
846
$10.5M 0.01%
878,714
-3,296
847
$10.5M 0.01%
705,052
+45,221
848
$10.5M 0.01%
531,997
+241,367
849
$10.5M 0.01%
279,119
-29,315
850
$10.5M 0.01%
430,473
+110,201
32 33
34
35 36