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
4051
$64K ﹤0.01%
+5,601
4052
$64K ﹤0.01%
+6,722
4053
$64K ﹤0.01%
+1,712
4054
$64K ﹤0.01%
+26,656
4055
$64K ﹤0.01%
+5,800
4056
$64K ﹤0.01%
+2,310
4057
$63K ﹤0.01%
+1,567
4058
$63K ﹤0.01%
+20,224
4059
$63K ﹤0.01%
+2,769
4060
$63K ﹤0.01%
+36,072
4061
$63K ﹤0.01%
+384
4062
$63K ﹤0.01%
+3,078
4063
$63K ﹤0.01%
+4,731
4064
$63K ﹤0.01%
+2,482
4065
$63K ﹤0.01%
+4,596
4066
$63K ﹤0.01%
+9,855
4067
$63K ﹤0.01%
+621
4068
$62K ﹤0.01%
+5,341
4069
$62K ﹤0.01%
+1,690
4070
$62K ﹤0.01%
+552
4071
$62K ﹤0.01%
+7,039
4072
$62K ﹤0.01%
+4,146
4073
$62K ﹤0.01%
+2,434
4074
$62K ﹤0.01%
+3,834
4075
$62K ﹤0.01%
+4,000
161 162
163
164 165