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
2651
$673K ﹤0.01%
+20,776
2652
$673K ﹤0.01%
+17,546
2653
$673K ﹤0.01%
+24,688
2654
$672K ﹤0.01%
+23,448
2655
$672K ﹤0.01%
+44,939
2656
$671K ﹤0.01%
+25,602
2657
$671K ﹤0.01%
+47,915
2658
$668K ﹤0.01%
+16,812
2659
$668K ﹤0.01%
+24,294
2660
$667K ﹤0.01%
+28,842
2661
$667K ﹤0.01%
+25,232
2662
$667K ﹤0.01%
+28,619
2663
$665K ﹤0.01%
+32,599
2664
$664K ﹤0.01%
+24,432
2665
$664K ﹤0.01%
+35,670
2666
$663K ﹤0.01%
+20,165
2667
$663K ﹤0.01%
+58,145
2668
$661K ﹤0.01%
+16,233
2669
$660K ﹤0.01%
+126,794
2670
$658K ﹤0.01%
+31,284
2671
$658K ﹤0.01%
+32,807
2672
$655K ﹤0.01%
+33,118
2673
$655K ﹤0.01%
+38,990
2674
$654K ﹤0.01%
+19,694
2675
$652K ﹤0.01%
+17,568