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
2801
$542K ﹤0.01%
+49,548
2802
$540K ﹤0.01%
+10,006
2803
$538K ﹤0.01%
+70,593
2804
$538K ﹤0.01%
+14,014
2805
$537K ﹤0.01%
+7,915
2806
$537K ﹤0.01%
+27,969
2807
$537K ﹤0.01%
+7,806
2808
$536K ﹤0.01%
+60,486
2809
$535K ﹤0.01%
+15,232
2810
$533K ﹤0.01%
+38,161
2811
$532K ﹤0.01%
+31,751
2812
$532K ﹤0.01%
+34,483
2813
$531K ﹤0.01%
+39,043
2814
$530K ﹤0.01%
+74
2815
$530K ﹤0.01%
+17,238
2816
$527K ﹤0.01%
+3,280
2817
$525K ﹤0.01%
+48,294
2818
$525K ﹤0.01%
+34,867
2819
$524K ﹤0.01%
+22,052
2820
$523K ﹤0.01%
+19,804
2821
$523K ﹤0.01%
+19,563
2822
$521K ﹤0.01%
+42,709
2823
$520K ﹤0.01%
+11,527
2824
$517K ﹤0.01%
+37,279
2825
$517K ﹤0.01%
+6,075