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
3176
$295K ﹤0.01%
+8,473
3177
$294K ﹤0.01%
+64
3178
$294K ﹤0.01%
+19,573
3179
$294K ﹤0.01%
+7,706
3180
$293K ﹤0.01%
+8,395
3181
$293K ﹤0.01%
+5,056
3182
$292K ﹤0.01%
+23,642
3183
$292K ﹤0.01%
+13,950
3184
$291K ﹤0.01%
+16,688
3185
$290K ﹤0.01%
+13,688
3186
$289K ﹤0.01%
+24,973
3187
$289K ﹤0.01%
+11,436
3188
$289K ﹤0.01%
+31,961
3189
$289K ﹤0.01%
+36,096
3190
$289K ﹤0.01%
+187,801
3191
$289K ﹤0.01%
+14,480
3192
$288K ﹤0.01%
+46,410
3193
$288K ﹤0.01%
+3,311
3194
$287K ﹤0.01%
+3,067
3195
$287K ﹤0.01%
+5,881
3196
$287K ﹤0.01%
+22,467
3197
$287K ﹤0.01%
+48,050
3198
$286K ﹤0.01%
+26,500
3199
$286K ﹤0.01%
+14,790
3200
$285K ﹤0.01%
+64,010