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
3076
$339K ﹤0.01%
+6,580
3077
$339K ﹤0.01%
+10,648
3078
$339K ﹤0.01%
+21,633
3079
$338K ﹤0.01%
+218,157
3080
$337K ﹤0.01%
+11,989
3081
$337K ﹤0.01%
+35,255
3082
$337K ﹤0.01%
+16,253
3083
$336K ﹤0.01%
+121,394
3084
$336K ﹤0.01%
+18,011
3085
$335K ﹤0.01%
+7,722
3086
$335K ﹤0.01%
+65,608
3087
$335K ﹤0.01%
+22,845
3088
$335K ﹤0.01%
+16,011
3089
$334K ﹤0.01%
+12,316
3090
$334K ﹤0.01%
+9,965
3091
$333K ﹤0.01%
+47,411
3092
$333K ﹤0.01%
+5,858
3093
$331K ﹤0.01%
+23,699
3094
$330K ﹤0.01%
+6,617
3095
$329K ﹤0.01%
+33,687
3096
$329K ﹤0.01%
+8,291
3097
$328K ﹤0.01%
+29,504
3098
$328K ﹤0.01%
+14,050
3099
$328K ﹤0.01%
+55,515
3100
$326K ﹤0.01%
+3,440