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
3051
$358K ﹤0.01%
+7,835
3052
$358K ﹤0.01%
+5,350
3053
$358K ﹤0.01%
+29,650
3054
$357K ﹤0.01%
+15,179
3055
$357K ﹤0.01%
+30,087
3056
$355K ﹤0.01%
+3,495
3057
$355K ﹤0.01%
+49,793
3058
$355K ﹤0.01%
+10,101
3059
$353K ﹤0.01%
+1,058
3060
$351K ﹤0.01%
+20,933
3061
$350K ﹤0.01%
+22,927
3062
$350K ﹤0.01%
+51,896
3063
$349K ﹤0.01%
+3,326
3064
$349K ﹤0.01%
+15,137
3065
$348K ﹤0.01%
+4,875
3066
$347K ﹤0.01%
+25,829
3067
$346K ﹤0.01%
+15,051
3068
$346K ﹤0.01%
+212,228
3069
$345K ﹤0.01%
+14,260
3070
$343K ﹤0.01%
+332,148
3071
$343K ﹤0.01%
+36,984
3072
$342K ﹤0.01%
+7,082
3073
$341K ﹤0.01%
+18,113
3074
$340K ﹤0.01%
+54,837
3075
$340K ﹤0.01%
+23,628