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
3001
$384K ﹤0.01%
+12,566
3002
$382K ﹤0.01%
+17,980
3003
$382K ﹤0.01%
+33,595
3004
$381K ﹤0.01%
+8,595
3005
$381K ﹤0.01%
+32,307
3006
$381K ﹤0.01%
+27,667
3007
$380K ﹤0.01%
+18,451
3008
$379K ﹤0.01%
+10,979
3009
$379K ﹤0.01%
+72,246
3010
$379K ﹤0.01%
+8,015
3011
$379K ﹤0.01%
+51,431
3012
$378K ﹤0.01%
+467
3013
$377K ﹤0.01%
+17,900
3014
$376K ﹤0.01%
+9,148
3015
$374K ﹤0.01%
+22,504
3016
$374K ﹤0.01%
+14,678
3017
$374K ﹤0.01%
+9,275
3018
$374K ﹤0.01%
+48,220
3019
$372K ﹤0.01%
+15,925
3020
$371K ﹤0.01%
+5,474
3021
$370K ﹤0.01%
+10,849
3022
$369K ﹤0.01%
+23,100
3023
$369K ﹤0.01%
+36,527
3024
$368K ﹤0.01%
+20,187
3025
$368K ﹤0.01%
+26,414