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
2551
$785K ﹤0.01%
+10,787
2552
$784K ﹤0.01%
+26,153
2553
$782K ﹤0.01%
+9,003
2554
$780K ﹤0.01%
+19,569
2555
$777K ﹤0.01%
+34,997
2556
$774K ﹤0.01%
+10,241
2557
$773K ﹤0.01%
+32,621
2558
$773K ﹤0.01%
+29,913
2559
$766K ﹤0.01%
+63,027
2560
$764K ﹤0.01%
+36,143
2561
$762K ﹤0.01%
+8,014
2562
$762K ﹤0.01%
+117,555
2563
$762K ﹤0.01%
+49,735
2564
$761K ﹤0.01%
+29,948
2565
$758K ﹤0.01%
+31,373
2566
$757K ﹤0.01%
+14,081
2567
$757K ﹤0.01%
+58,626
2568
$756K ﹤0.01%
+15,856
2569
$753K ﹤0.01%
+144,267
2570
$753K ﹤0.01%
+46,797
2571
$751K ﹤0.01%
+35,004
2572
$750K ﹤0.01%
+50,724
2573
$750K ﹤0.01%
+17,657
2574
$750K ﹤0.01%
+19,828
2575
$748K ﹤0.01%
+51,989