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
2501
$850K ﹤0.01%
+91,911
2502
$848K ﹤0.01%
+7,484
2503
$844K ﹤0.01%
+91,486
2504
$844K ﹤0.01%
+16,247
2505
$843K ﹤0.01%
+9,958
2506
$842K ﹤0.01%
+9,177
2507
$840K ﹤0.01%
+11,655
2508
$840K ﹤0.01%
+230,110
2509
$839K ﹤0.01%
+70,126
2510
$836K ﹤0.01%
+95,977
2511
$836K ﹤0.01%
+61,712
2512
$833K ﹤0.01%
+16,620
2513
$832K ﹤0.01%
+21,254
2514
$831K ﹤0.01%
+13,141
2515
$829K ﹤0.01%
+16,493
2516
$829K ﹤0.01%
+21,221
2517
$827K ﹤0.01%
+835,670
2518
$827K ﹤0.01%
+50,903
2519
$825K ﹤0.01%
+26,566
2520
$825K ﹤0.01%
+61,620
2521
$825K ﹤0.01%
+42,321
2522
$823K ﹤0.01%
+36,403
2523
$822K ﹤0.01%
+14,743
2524
$819K ﹤0.01%
+38,582
2525
$818K ﹤0.01%
+50,839