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
2526
$813K ﹤0.01%
+146,772
2527
$812K ﹤0.01%
+55,900
2528
$812K ﹤0.01%
+58,782
2529
$811K ﹤0.01%
+14,585
2530
$810K ﹤0.01%
+35,447
2531
$809K ﹤0.01%
+37,840
2532
$808K ﹤0.01%
+31,267
2533
$808K ﹤0.01%
+11,801
2534
$807K ﹤0.01%
+53,246
2535
$806K ﹤0.01%
+57,979
2536
$804K ﹤0.01%
+20,787
2537
$803K ﹤0.01%
+28,064
2538
$798K ﹤0.01%
+144
2539
$798K ﹤0.01%
+12,924
2540
$798K ﹤0.01%
+59,520
2541
$798K ﹤0.01%
+2,819
2542
$797K ﹤0.01%
+27,213
2543
$796K ﹤0.01%
+21,681
2544
$796K ﹤0.01%
+19,090
2545
$795K ﹤0.01%
+148,704
2546
$794K ﹤0.01%
+23,620
2547
$793K ﹤0.01%
+17,249
2548
$791K ﹤0.01%
+72,470
2549
$789K ﹤0.01%
+10,178
2550
$786K ﹤0.01%
+12,213