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
2776
$564K ﹤0.01%
+28,058
2777
$562K ﹤0.01%
+22,912
2778
$562K ﹤0.01%
+10,966
2779
$558K ﹤0.01%
+42,225
2780
$557K ﹤0.01%
+31,200
2781
$556K ﹤0.01%
+30,326
2782
$556K ﹤0.01%
+16,788
2783
$556K ﹤0.01%
+53,994
2784
$556K ﹤0.01%
+173,356
2785
$554K ﹤0.01%
+331,829
2786
$553K ﹤0.01%
+11,639
2787
$553K ﹤0.01%
+52,541
2788
$553K ﹤0.01%
+24,331
2789
$552K ﹤0.01%
+11,432
2790
$551K ﹤0.01%
+9,822
2791
$551K ﹤0.01%
+10,862
2792
$550K ﹤0.01%
+778
2793
$549K ﹤0.01%
+4,456
2794
$548K ﹤0.01%
+13,927
2795
$547K ﹤0.01%
+82,830
2796
$546K ﹤0.01%
+35,228
2797
$545K ﹤0.01%
+21,008
2798
$545K ﹤0.01%
+45,487
2799
$544K ﹤0.01%
+13,494
2800
$543K ﹤0.01%
+36,934