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
2701
$626K ﹤0.01%
+18,234
2702
$625K ﹤0.01%
+125,795
2703
$624K ﹤0.01%
+45,177
2704
$622K ﹤0.01%
+24,900
2705
$622K ﹤0.01%
+43,349
2706
$620K ﹤0.01%
+14,605
2707
$618K ﹤0.01%
+13,153
2708
$618K ﹤0.01%
+15,583
2709
$617K ﹤0.01%
+12,604
2710
$617K ﹤0.01%
+23,770
2711
$616K ﹤0.01%
+15,865
2712
$616K ﹤0.01%
+58,484
2713
$616K ﹤0.01%
+11,490
2714
$614K ﹤0.01%
+21,565
2715
$614K ﹤0.01%
+50,722
2716
$614K ﹤0.01%
+39,959
2717
$612K ﹤0.01%
+16,502
2718
$612K ﹤0.01%
+45,953
2719
$611K ﹤0.01%
+41,386
2720
$611K ﹤0.01%
+27,371
2721
$610K ﹤0.01%
+22,257
2722
$610K ﹤0.01%
+5,061
2723
$609K ﹤0.01%
+55,677
2724
$606K ﹤0.01%
+18,375
2725
$606K ﹤0.01%
+11,673