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
2751
$590K ﹤0.01%
+19,001
2752
$586K ﹤0.01%
+127,370
2753
$584K ﹤0.01%
+14,603
2754
$584K ﹤0.01%
+11,814
2755
$584K ﹤0.01%
+15,433
2756
$583K ﹤0.01%
+43,826
2757
$581K ﹤0.01%
+27,918
2758
$581K ﹤0.01%
+35,243
2759
$581K ﹤0.01%
+22,762
2760
$581K ﹤0.01%
+11,367
2761
$581K ﹤0.01%
+43,300
2762
$580K ﹤0.01%
+20,432
2763
$580K ﹤0.01%
+13,450
2764
$580K ﹤0.01%
+8,038
2765
$578K ﹤0.01%
+11,785
2766
$578K ﹤0.01%
+52,941
2767
$575K ﹤0.01%
+12,381
2768
$574K ﹤0.01%
+6,934
2769
$574K ﹤0.01%
+15,391
2770
$574K ﹤0.01%
+10,613
2771
$571K ﹤0.01%
+21,379
2772
$570K ﹤0.01%
+818
2773
$567K ﹤0.01%
+17,993
2774
$566K ﹤0.01%
+18,968
2775
$565K ﹤0.01%
+21,374