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
2726
$606K ﹤0.01%
+6,706
2727
$606K ﹤0.01%
+44,249
2728
$606K ﹤0.01%
+146,101
2729
$605K ﹤0.01%
+39,962
2730
$605K ﹤0.01%
+272,752
2731
$604K ﹤0.01%
+29,573
2732
$603K ﹤0.01%
+8,767
2733
$602K ﹤0.01%
+24,650
2734
$602K ﹤0.01%
+99,924
2735
$600K ﹤0.01%
+92,300
2736
$600K ﹤0.01%
+34,146
2737
$599K ﹤0.01%
+58,646
2738
$598K ﹤0.01%
+17,473
2739
$598K ﹤0.01%
+13,469
2740
$596K ﹤0.01%
+1
2741
$596K ﹤0.01%
+22,066
2742
$595K ﹤0.01%
+17,621
2743
$595K ﹤0.01%
+6,929
2744
$595K ﹤0.01%
+41,923
2745
$594K ﹤0.01%
+43,951
2746
$594K ﹤0.01%
+12,487
2747
$593K ﹤0.01%
+46,969
2748
$593K ﹤0.01%
+42,138
2749
$592K ﹤0.01%
+31,639
2750
$592K ﹤0.01%
+20,048