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
2851
$501K ﹤0.01%
+7,944
2852
$500K ﹤0.01%
+20,500
2853
$499K ﹤0.01%
+16,170
2854
$498K ﹤0.01%
+82,759
2855
$498K ﹤0.01%
+10,314
2856
$497K ﹤0.01%
+25,044
2857
$497K ﹤0.01%
+22,888
2858
$497K ﹤0.01%
+123,234
2859
$495K ﹤0.01%
+72,624
2860
$494K ﹤0.01%
+14,630
2861
$492K ﹤0.01%
+121,550
2862
$491K ﹤0.01%
+8,861
2863
$489K ﹤0.01%
+14,587
2864
$486K ﹤0.01%
+43,353
2865
$486K ﹤0.01%
+10,836
2866
$485K ﹤0.01%
+15,516
2867
$485K ﹤0.01%
+41,345
2868
$485K ﹤0.01%
+9,918
2869
$484K ﹤0.01%
+22,703
2870
$484K ﹤0.01%
+35,203
2871
$483K ﹤0.01%
+59,813
2872
$481K ﹤0.01%
+97,909
2873
$480K ﹤0.01%
+26,804
2874
$479K ﹤0.01%
+8,550
2875
$477K ﹤0.01%
+48,070