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
3351
$218K ﹤0.01%
+11,149
3352
$218K ﹤0.01%
+4,376
3353
$217K ﹤0.01%
+10,861
3354
$217K ﹤0.01%
+3,680
3355
$217K ﹤0.01%
+37,919
3356
$216K ﹤0.01%
+18,973
3357
$216K ﹤0.01%
+525
3358
$216K ﹤0.01%
+10,632
3359
$216K ﹤0.01%
+16,037
3360
$215K ﹤0.01%
+279,595
3361
$215K ﹤0.01%
+7,977
3362
$215K ﹤0.01%
+5,781
3363
$215K ﹤0.01%
+30,536
3364
$215K ﹤0.01%
+54,424
3365
$214K ﹤0.01%
+26,412
3366
$213K ﹤0.01%
+2,372
3367
$212K ﹤0.01%
+11,108
3368
$212K ﹤0.01%
+151,569
3369
$211K ﹤0.01%
+6,628
3370
$211K ﹤0.01%
+5,688
3371
$211K ﹤0.01%
+18,257
3372
$210K ﹤0.01%
+3,086
3373
$210K ﹤0.01%
+4,838
3374
$210K ﹤0.01%
+9,773
3375
$209K ﹤0.01%
+34,170