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
2901
$458K ﹤0.01%
+17,576
2902
$457K ﹤0.01%
+19,832
2903
$457K ﹤0.01%
+81,321
2904
$456K ﹤0.01%
+39,436
2905
$455K ﹤0.01%
+39,145
2906
$451K ﹤0.01%
+30,900
2907
$451K ﹤0.01%
+21,890
2908
$451K ﹤0.01%
+3,377
2909
$450K ﹤0.01%
+55,229
2910
$450K ﹤0.01%
+50,932
2911
$448K ﹤0.01%
+8,792
2912
$448K ﹤0.01%
+34,482
2913
$447K ﹤0.01%
+11,498
2914
$445K ﹤0.01%
+4,282
2915
$445K ﹤0.01%
+24,892
2916
$445K ﹤0.01%
+32,479
2917
$444K ﹤0.01%
+9,282
2918
$444K ﹤0.01%
+20,046
2919
$444K ﹤0.01%
+224,702
2920
$443K ﹤0.01%
+11,596
2921
$442K ﹤0.01%
+71,970
2922
$441K ﹤0.01%
+43,075
2923
$441K ﹤0.01%
+10,343
2924
$441K ﹤0.01%
+31,969
2925
$440K ﹤0.01%
+43,738