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
3826
$93K ﹤0.01%
+2,345
3827
$93K ﹤0.01%
+2,040
3828
$93K ﹤0.01%
+6,182
3829
$93K ﹤0.01%
+6,826
3830
$92K ﹤0.01%
+2,261
3831
$92K ﹤0.01%
+1,171
3832
$92K ﹤0.01%
+2,242
3833
$92K ﹤0.01%
+44,044
3834
$92K ﹤0.01%
+11,828
3835
$92K ﹤0.01%
+3,678
3836
$92K ﹤0.01%
+11,049
3837
$92K ﹤0.01%
+3,649
3838
$91K ﹤0.01%
+11,702
3839
$91K ﹤0.01%
+3,425
3840
$91K ﹤0.01%
+5,132
3841
$91K ﹤0.01%
+4,222
3842
$91K ﹤0.01%
+31,300
3843
$91K ﹤0.01%
+10,347
3844
$91K ﹤0.01%
+6,415
3845
$90K ﹤0.01%
+4,288
3846
$90K ﹤0.01%
+5,657
3847
$90K ﹤0.01%
+14,671
3848
$90K ﹤0.01%
+9,454
3849
$90K ﹤0.01%
+5,655
3850
$90K ﹤0.01%
+2,469
152 153
154
155 156