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
2826
$517K ﹤0.01%
+42,823
2827
$517K ﹤0.01%
+282
2828
$516K ﹤0.01%
+36,964
2829
$516K ﹤0.01%
+130,419
2830
$515K ﹤0.01%
+3,455
2831
$513K ﹤0.01%
+13,922
2832
$512K ﹤0.01%
+14,451
2833
$511K ﹤0.01%
+18,875
2834
$510K ﹤0.01%
+32,777
2835
$510K ﹤0.01%
+24,513
2836
$509K ﹤0.01%
+2,912
2837
$509K ﹤0.01%
+12,627
2838
$508K ﹤0.01%
+9,090
2839
$507K ﹤0.01%
+98,571
2840
$507K ﹤0.01%
+32,663
2841
$507K ﹤0.01%
+45,820
2842
$506K ﹤0.01%
+11,122
2843
$506K ﹤0.01%
+17,045
2844
$505K ﹤0.01%
+12,686
2845
$505K ﹤0.01%
+16,082
2846
$503K ﹤0.01%
+11,367
2847
$503K ﹤0.01%
+13,373
2848
$502K ﹤0.01%
+36,109
2849
$502K ﹤0.01%
+16,441
2850
$501K ﹤0.01%
+13,894
112 113
114
115 116