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
2876
$477K ﹤0.01%
+27,015
2877
$476K ﹤0.01%
+36,634
2878
$475K ﹤0.01%
+28,554
2879
$472K ﹤0.01%
+16,184
2880
$470K ﹤0.01%
+40,879
2881
$470K ﹤0.01%
+74,323
2882
$470K ﹤0.01%
+20,045
2883
$469K ﹤0.01%
+28,603
2884
$468K ﹤0.01%
+20,219
2885
$468K ﹤0.01%
+56,593
2886
$468K ﹤0.01%
+26,200
2887
$467K ﹤0.01%
+33,747
2888
$465K ﹤0.01%
+3,312
2889
$465K ﹤0.01%
+15,376
2890
$464K ﹤0.01%
+12,108
2891
$464K ﹤0.01%
+49,390
2892
$463K ﹤0.01%
+25,488
2893
$463K ﹤0.01%
+23,279
2894
$462K ﹤0.01%
+16,556
2895
$462K ﹤0.01%
+78,116
2896
$462K ﹤0.01%
+27,912
2897
$461K ﹤0.01%
+71,112
2898
$461K ﹤0.01%
+14,309
2899
$458K ﹤0.01%
+19,488
2900
$458K ﹤0.01%
+22,400