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
3576
$142K ﹤0.01%
+6,351
3577
$142K ﹤0.01%
+15,091
3578
$141K ﹤0.01%
+8,563
3579
$141K ﹤0.01%
+6,140
3580
$141K ﹤0.01%
+7,800
3581
$141K ﹤0.01%
+1,824
3582
$140K ﹤0.01%
+5,527
3583
$140K ﹤0.01%
+5,305
3584
$140K ﹤0.01%
+3,512
3585
$140K ﹤0.01%
+8,530
3586
$140K ﹤0.01%
+96,567
3587
$140K ﹤0.01%
+3,131
3588
$140K ﹤0.01%
+38,356
3589
$140K ﹤0.01%
+3,937
3590
$139K ﹤0.01%
+6,169
3591
$139K ﹤0.01%
+2,159
3592
$139K ﹤0.01%
+9,492
3593
$139K ﹤0.01%
+10,804
3594
$137K ﹤0.01%
+16,303
3595
$137K ﹤0.01%
+8,885
3596
$137K ﹤0.01%
+5,042
3597
$136K ﹤0.01%
+28,304
3598
$136K ﹤0.01%
+5,829
3599
$136K ﹤0.01%
+3,874
3600
$136K ﹤0.01%
+6,458
142 143
144
145 146