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
2676
$652K ﹤0.01%
+10,734
2677
$651K ﹤0.01%
+39,407
2678
$650K ﹤0.01%
+23,826
2679
$650K ﹤0.01%
+49,882
2680
$647K ﹤0.01%
+26,372
2681
$646K ﹤0.01%
+48,747
2682
$646K ﹤0.01%
+39,535
2683
$645K ﹤0.01%
+87,456
2684
$644K ﹤0.01%
+42,639
2685
$643K ﹤0.01%
+30,908
2686
$642K ﹤0.01%
+8,776
2687
$641K ﹤0.01%
+273
2688
$640K ﹤0.01%
+22,874
2689
$636K ﹤0.01%
+40,407
2690
$635K ﹤0.01%
+3,715
2691
$634K ﹤0.01%
+21,649
2692
$633K ﹤0.01%
+38,565
2693
$632K ﹤0.01%
+35,674
2694
$630K ﹤0.01%
+44,149
2695
$630K ﹤0.01%
+9,660
2696
$629K ﹤0.01%
+4,485
2697
$629K ﹤0.01%
+18,449
2698
$628K ﹤0.01%
+46,106
2699
$628K ﹤0.01%
+24,160
2700
$628K ﹤0.01%
+207,201