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
3951
$76K ﹤0.01%
+3,710
3952
$76K ﹤0.01%
+2,073
3953
$76K ﹤0.01%
+9,185
3954
$76K ﹤0.01%
+4,660
3955
$76K ﹤0.01%
+1,716
3956
$76K ﹤0.01%
+5,336
3957
$76K ﹤0.01%
+9,258
3958
$75K ﹤0.01%
+1,009
3959
$75K ﹤0.01%
+2,995
3960
$75K ﹤0.01%
+17,862
3961
$75K ﹤0.01%
+2,894
3962
$75K ﹤0.01%
+3,531
3963
$75K ﹤0.01%
+4,413
3964
$74K ﹤0.01%
+3,509
3965
$74K ﹤0.01%
+3,010
3966
$74K ﹤0.01%
+2,200
3967
$74K ﹤0.01%
+2,827
3968
$74K ﹤0.01%
+62
3969
$74K ﹤0.01%
+9,450
3970
$74K ﹤0.01%
+11,023
3971
$73K ﹤0.01%
+308
3972
$73K ﹤0.01%
+9,517
3973
$73K ﹤0.01%
+1,222
3974
$73K ﹤0.01%
+14,172
3975
$73K ﹤0.01%
+4,173
157 158
159
160 161