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
$65.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,353
New
Increased
Reduced
Closed

Top Buys

1 +$1.6B
2 +$1.3B
3 +$721M
4
XOM icon
Exxon Mobil
XOM
+$640M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$563M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.25%
2 Technology 8.6%
3 Healthcare 7.99%
4 Financials 7.03%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$875K ﹤0.01%
+293,785
2477
$875K ﹤0.01%
+21,468
2478
$875K ﹤0.01%
+11,564
2479
$875K ﹤0.01%
+22,531
2480
$874K ﹤0.01%
+33,686
2481
$874K ﹤0.01%
+138,853
2482
$873K ﹤0.01%
+58,656
2483
$873K ﹤0.01%
+41,393
2484
$872K ﹤0.01%
+44,028
2485
$871K ﹤0.01%
+60,738
2486
$869K ﹤0.01%
+81,967
2487
$866K ﹤0.01%
+7,782
2488
$865K ﹤0.01%
+37,816
2489
$865K ﹤0.01%
+65,054
2490
$862K ﹤0.01%
+224,421
2491
$861K ﹤0.01%
+21,894
2492
$861K ﹤0.01%
+49,428
2493
$860K ﹤0.01%
+27,035
2494
$859K ﹤0.01%
+24,348
2495
$859K ﹤0.01%
+11,015
2496
$857K ﹤0.01%
+58,482
2497
$856K ﹤0.01%
+21,703
2498
$856K ﹤0.01%
+66,855
2499
$854K ﹤0.01%
+46,814
2500
$851K ﹤0.01%
+64,795