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UOC

UBS O'Connor Portfolio holdings

AUM $3.37B
1-Year Est. Return 63.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+63.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.03B
AUM Growth
+$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$141M
3
+$108M
4
CHX
ChampionX
CHX
+$103M
5
SPR
Spirit AeroSystems
SPR
+$95.3M

Top Sells

1
+$149M
2
+$81.8M
3
+$56.7M
4
UNP icon
Union Pacific
UNP
+$24.2M
5
X
US Steel
X
+$20.2M

Sector Composition

1 Energy 21.03%
2 Technology 19.74%
3 Healthcare 14.44%
4 Industrials 11.19%
5 Consumer Staples 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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477
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-635,761
478
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-2,000,000
479
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-485,318
480
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-334,400
481
– –
-122,826
482
– –
-91,000
483
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0
484
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485
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0
486
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-44,500
487
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488
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489
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490
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-133,200
491
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-65,000
492
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493
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0
494
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0
495
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496
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-38,000
497
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0
498
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499
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-42,316
500
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0
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