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
4151
$56K ﹤0.01%
+1,581
4152
$56K ﹤0.01%
+3,402
4153
$55K ﹤0.01%
+2,721
4154
$55K ﹤0.01%
+1,980
4155
$55K ﹤0.01%
+4,060
4156
$55K ﹤0.01%
+1,884
4157
$55K ﹤0.01%
+1,312
4158
$55K ﹤0.01%
+1,000
4159
$54K ﹤0.01%
+19,839
4160
$54K ﹤0.01%
+1,729
4161
$54K ﹤0.01%
+3,404
4162
$54K ﹤0.01%
+2,307
4163
$54K ﹤0.01%
+1,597
4164
$54K ﹤0.01%
+3,716
4165
$54K ﹤0.01%
+18,905
4166
$54K ﹤0.01%
+1,050
4167
$54K ﹤0.01%
+3,857
4168
$54K ﹤0.01%
+18,765
4169
$54K ﹤0.01%
+1,634
4170
$54K ﹤0.01%
+2,641
4171
$54K ﹤0.01%
+21,100
4172
$53K ﹤0.01%
+1,999
4173
$53K ﹤0.01%
+4,118
4174
$53K ﹤0.01%
+5,435
4175
$53K ﹤0.01%
+2,332
165 166
167
168 169