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
2976
$401K ﹤0.01%
+32,272
2977
$400K ﹤0.01%
+7,659
2978
$399K ﹤0.01%
+15,614
2979
$398K ﹤0.01%
+34,434
2980
$397K ﹤0.01%
+38,689
2981
$397K ﹤0.01%
+130,607
2982
$397K ﹤0.01%
+7,860
2983
$395K ﹤0.01%
+42,207
2984
$393K ﹤0.01%
+27,147
2985
$392K ﹤0.01%
+27,307
2986
$392K ﹤0.01%
+15,429
2987
$391K ﹤0.01%
+27,650
2988
$390K ﹤0.01%
+53,651
2989
$390K ﹤0.01%
+30,550
2990
$390K ﹤0.01%
+11,297
2991
$389K ﹤0.01%
+12,821
2992
$389K ﹤0.01%
+9,730
2993
$389K ﹤0.01%
+35,643
2994
$387K ﹤0.01%
+5,098
2995
$387K ﹤0.01%
+619
2996
$387K ﹤0.01%
+23,307
2997
$387K ﹤0.01%
+86,222
2998
$385K ﹤0.01%
+14,716
2999
$384K ﹤0.01%
+32
3000
$384K ﹤0.01%
+16,653