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
2601
$726K ﹤0.01%
+29,749
2602
$725K ﹤0.01%
+15,511
2603
$725K ﹤0.01%
+24,989
2604
$721K ﹤0.01%
+23,267
2605
$721K ﹤0.01%
+713,815
2606
$720K ﹤0.01%
+21,117
2607
$719K ﹤0.01%
+10,785
2608
$719K ﹤0.01%
+182
2609
$718K ﹤0.01%
+35,504
2610
$717K ﹤0.01%
+15,767
2611
$716K ﹤0.01%
+29,441
2612
$715K ﹤0.01%
+65,426
2613
$714K ﹤0.01%
+24,789
2614
$713K ﹤0.01%
+19,981
2615
$710K ﹤0.01%
+34,719
2616
$708K ﹤0.01%
+44,168
2617
$708K ﹤0.01%
+17,430
2618
$708K ﹤0.01%
+23,068
2619
$707K ﹤0.01%
+78,480
2620
$707K ﹤0.01%
+64,687
2621
$704K ﹤0.01%
+43,614
2622
$701K ﹤0.01%
+28,371
2623
$701K ﹤0.01%
+40,041
2624
$700K ﹤0.01%
+78,438
2625
$700K ﹤0.01%
+39,089