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
3876
$85K ﹤0.01%
+9,616
3877
$85K ﹤0.01%
+5,946
3878
$85K ﹤0.01%
+4,621
3879
$84K ﹤0.01%
+5,316
3880
$84K ﹤0.01%
+342
3881
$84K ﹤0.01%
+3,863
3882
$84K ﹤0.01%
+10,000
3883
$84K ﹤0.01%
+5,159
3884
$84K ﹤0.01%
+12,193
3885
$84K ﹤0.01%
+9,578
3886
$83K ﹤0.01%
+6,562
3887
$83K ﹤0.01%
+1,626
3888
$83K ﹤0.01%
+4,825
3889
$83K ﹤0.01%
+9,615
3890
$83K ﹤0.01%
+2,368
3891
$83K ﹤0.01%
+4,548
3892
$83K ﹤0.01%
+1,945
3893
$82K ﹤0.01%
+4,674
3894
$82K ﹤0.01%
+7,260
3895
$82K ﹤0.01%
+8,754
3896
$82K ﹤0.01%
+3,559
3897
$82K ﹤0.01%
+2,366
3898
$82K ﹤0.01%
+2,321
3899
$82K ﹤0.01%
+6,238
3900
$82K ﹤0.01%
+3,801
154 155
156
157 158