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
3376
$209K ﹤0.01%
+8,407
3377
$209K ﹤0.01%
+19,387
3378
$208K ﹤0.01%
+37,842
3379
$208K ﹤0.01%
+7,230
3380
$208K ﹤0.01%
+5,232
3381
$206K ﹤0.01%
+3,246
3382
$206K ﹤0.01%
+13,821
3383
$206K ﹤0.01%
+15,143
3384
$205K ﹤0.01%
+7,493
3385
$204K ﹤0.01%
+12,562
3386
$204K ﹤0.01%
+16,052
3387
$203K ﹤0.01%
+6,585
3388
$203K ﹤0.01%
+17,193
3389
$203K ﹤0.01%
+14,413
3390
$203K ﹤0.01%
+15,081
3391
$202K ﹤0.01%
+9,986
3392
$202K ﹤0.01%
+4,684
3393
$202K ﹤0.01%
+10,785
3394
$202K ﹤0.01%
+5,490
3395
$200K ﹤0.01%
+49,417
3396
$200K ﹤0.01%
+8,000
3397
$200K ﹤0.01%
+16,142
3398
0
3399
$199K ﹤0.01%
+7,960
3400
$198K ﹤0.01%
+12,976