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
3626
$130K ﹤0.01%
+2,752
3627
$130K ﹤0.01%
+9,550
3628
$129K ﹤0.01%
+7,500
3629
$129K ﹤0.01%
+16,282
3630
$129K ﹤0.01%
+8,599
3631
$129K ﹤0.01%
+9,120
3632
$129K ﹤0.01%
+1,447
3633
$129K ﹤0.01%
+3,817
3634
$129K ﹤0.01%
+22,544
3635
$128K ﹤0.01%
+30,525
3636
$128K ﹤0.01%
+2
3637
$128K ﹤0.01%
+39,781
3638
$127K ﹤0.01%
+6,812
3639
$127K ﹤0.01%
+18,000
3640
$127K ﹤0.01%
+6,268
3641
$127K ﹤0.01%
+7,956
3642
$126K ﹤0.01%
+641
3643
$126K ﹤0.01%
+3,123
3644
$126K ﹤0.01%
+6,592
3645
$126K ﹤0.01%
+7,764
3646
$126K ﹤0.01%
+8,351
3647
$126K ﹤0.01%
+5,500
3648
$125K ﹤0.01%
+157
3649
$125K ﹤0.01%
+19,702
3650
$125K ﹤0.01%
+9,617
144 145
146
147 148