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
2101
$1.62M ﹤0.01%
14,868
-61
2102
$1.62M ﹤0.01%
32,185
-4,063
2103
$1.62M ﹤0.01%
90,827
+36,481
2104
$1.61M ﹤0.01%
118,098
+4,182
2105
$1.61M ﹤0.01%
37,727
-12,191
2106
$1.61M ﹤0.01%
18,594
-3,714
2107
$1.6M ﹤0.01%
49,937
+3,910
2108
$1.59M ﹤0.01%
82,215
+15,105
2109
$1.59M ﹤0.01%
60,177
+8,004
2110
$1.59M ﹤0.01%
44,221
-5,722
2111
$1.59M ﹤0.01%
95,996
+23,082
2112
$1.58M ﹤0.01%
52,218
+1,733
2113
$1.58M ﹤0.01%
16,382
-4,784
2114
$1.58M ﹤0.01%
127,728
+4,928
2115
$1.58M ﹤0.01%
29,681
+1,283
2116
$1.58M ﹤0.01%
40,908
+10,242
2117
$1.57M ﹤0.01%
124,846
-288
2118
$1.57M ﹤0.01%
50,099
+10,252
2119
$1.57M ﹤0.01%
42,152
-87
2120
$1.57M ﹤0.01%
18,861
+5,573
2121
$1.57M ﹤0.01%
62,453
-41,508
2122
$1.57M ﹤0.01%
134,553
+2,943
2123
$1.56M ﹤0.01%
91,860
-45,623
2124
$1.56M ﹤0.01%
122,094
+9,074
2125
$1.56M ﹤0.01%
66,996
-16,072
83 84
85
86 87