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
3851
$89K ﹤0.01%
+57
3852
$89K ﹤0.01%
+3,638
3853
$89K ﹤0.01%
+1,498
3854
$89K ﹤0.01%
+6,658
3855
$89K ﹤0.01%
+5,368
3856
$89K ﹤0.01%
+6,370
3857
$88K ﹤0.01%
+6,194
3858
$88K ﹤0.01%
+6,530
3859
$88K ﹤0.01%
+17,888
3860
$88K ﹤0.01%
+6,119
3861
$88K ﹤0.01%
+3,084
3862
$88K ﹤0.01%
+5,690
3863
$87K ﹤0.01%
+4,442
3864
$87K ﹤0.01%
+4,248
3865
$87K ﹤0.01%
+12,296
3866
$87K ﹤0.01%
+5,624
3867
$86K ﹤0.01%
+46
3868
$86K ﹤0.01%
+2,163
3869
$86K ﹤0.01%
+4,317
3870
$86K ﹤0.01%
+2,879
3871
$86K ﹤0.01%
+3,035
3872
$86K ﹤0.01%
+2,184
3873
$85K ﹤0.01%
+4,112
3874
$85K ﹤0.01%
+27,624
3875
$85K ﹤0.01%
+10,478