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
2576
$747K ﹤0.01%
+23,068
2577
$746K ﹤0.01%
+12,768
2578
$745K ﹤0.01%
+21,644
2579
$745K ﹤0.01%
+22,761
2580
$744K ﹤0.01%
+7,628
2581
$742K ﹤0.01%
+40,621
2582
$741K ﹤0.01%
+29,944
2583
$741K ﹤0.01%
+38,996
2584
$740K ﹤0.01%
+24,368
2585
$739K ﹤0.01%
+26,000
2586
$739K ﹤0.01%
+53,468
2587
$738K ﹤0.01%
+162,910
2588
$738K ﹤0.01%
+59,579
2589
$737K ﹤0.01%
+10,934
2590
$737K ﹤0.01%
+56,067
2591
$737K ﹤0.01%
+55,347
2592
$735K ﹤0.01%
+47,418
2593
$734K ﹤0.01%
+63,896
2594
$732K ﹤0.01%
+13,054
2595
$732K ﹤0.01%
+40,950
2596
$731K ﹤0.01%
+33,150
2597
$731K ﹤0.01%
+47,412
2598
$730K ﹤0.01%
+89,233
2599
$728K ﹤0.01%
+14,320
2600
$727K ﹤0.01%
+26,345