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
1951
$1.95M ﹤0.01%
511,225
+113,115
1952
$1.95M ﹤0.01%
39,432
+7,885
1953
$1.95M ﹤0.01%
144,412
-7,172
1954
$1.94M ﹤0.01%
38,935
-62,435
1955
$1.94M ﹤0.01%
43,230
-4,417
1956
$1.94M ﹤0.01%
136,739
+45,035
1957
$1.93M ﹤0.01%
90,141
-21,454
1958
$1.93M ﹤0.01%
189,397
-11,839
1959
$1.93M ﹤0.01%
50,064
-1,660
1960
$1.93M ﹤0.01%
113,497
-15,663
1961
$1.93M ﹤0.01%
45,029
-87,957
1962
$1.93M ﹤0.01%
39,971
+4,523
1963
$1.93M ﹤0.01%
118,432
+64,964
1964
$1.93M ﹤0.01%
41,952
+20,484
1965
$1.93M ﹤0.01%
125,003
+68,936
1966
$1.92M ﹤0.01%
47,309
-23,940
1967
$1.92M ﹤0.01%
60,665
+2,591
1968
$1.92M ﹤0.01%
87,399
-966
1969
$1.91M ﹤0.01%
43,560
+2,359
1970
$1.91M ﹤0.01%
31,870
+5,358
1971
$1.91M ﹤0.01%
64,060
+30,196
1972
$1.91M ﹤0.01%
86,179
-56,185
1973
$1.9M ﹤0.01%
82,275
-14,916
1974
$1.9M ﹤0.01%
36,748
-14,632
1975
$1.9M ﹤0.01%
1,754
-83
77 78
79
80 81