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
2626
$700K ﹤0.01%
+52,803
2627
$697K ﹤0.01%
+57,846
2628
$697K ﹤0.01%
+54,186
2629
$696K ﹤0.01%
+21,923
2630
$694K ﹤0.01%
+53,765
2631
$694K ﹤0.01%
+124,200
2632
$692K ﹤0.01%
+32,284
2633
$691K ﹤0.01%
+26,585
2634
$689K ﹤0.01%
+54,231
2635
$688K ﹤0.01%
+15,050
2636
$687K ﹤0.01%
+56,300
2637
$683K ﹤0.01%
+62,636
2638
$682K ﹤0.01%
+110,369
2639
$681K ﹤0.01%
+19,550
2640
$681K ﹤0.01%
+26,298
2641
$679K ﹤0.01%
+48,941
2642
$678K ﹤0.01%
+43,773
2643
$678K ﹤0.01%
+32,095
2644
$678K ﹤0.01%
+40,224
2645
$677K ﹤0.01%
+13,578
2646
$676K ﹤0.01%
+32,800
2647
$676K ﹤0.01%
+32,357
2648
$674K ﹤0.01%
+13,091
2649
$674K ﹤0.01%
+47,214
2650
$674K ﹤0.01%
+84,058