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
3201
$285K ﹤0.01%
+22,212
3202
$285K ﹤0.01%
+7,504
3203
$283K ﹤0.01%
+13,623
3204
$283K ﹤0.01%
+44,755
3205
$282K ﹤0.01%
+6,030
3206
$281K ﹤0.01%
+11,653
3207
$280K ﹤0.01%
+11,770
3208
$280K ﹤0.01%
+13,199
3209
$280K ﹤0.01%
+8,196
3210
$279K ﹤0.01%
+11,182
3211
$279K ﹤0.01%
+14,123
3212
$278K ﹤0.01%
+10,290
3213
$278K ﹤0.01%
+41,988
3214
$277K ﹤0.01%
+5,753
3215
$277K ﹤0.01%
+21,873
3216
$277K ﹤0.01%
+11,201
3217
$277K ﹤0.01%
+11,477
3218
$276K ﹤0.01%
+12,376
3219
$275K ﹤0.01%
+18,685
3220
$275K ﹤0.01%
+6,613
3221
$274K ﹤0.01%
+65,031
3222
$274K ﹤0.01%
+10,655
3223
$274K ﹤0.01%
+20,710
3224
$273K ﹤0.01%
+12,224
3225
$273K ﹤0.01%
+19,920