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
4276
$45K ﹤0.01%
+7,703
4277
$45K ﹤0.01%
+4,098
4278
$45K ﹤0.01%
+3,389
4279
$45K ﹤0.01%
+3,170
4280
$45K ﹤0.01%
+3,726
4281
$45K ﹤0.01%
+3,500
4282
$45K ﹤0.01%
+16,828
4283
$45K ﹤0.01%
+1,598
4284
$45K ﹤0.01%
+3,500
4285
$45K ﹤0.01%
+25,336
4286
$45K ﹤0.01%
+6,388
4287
$45K ﹤0.01%
+822
4288
$44K ﹤0.01%
+1,450
4289
$44K ﹤0.01%
+2,810
4290
$44K ﹤0.01%
+2,829
4291
$44K ﹤0.01%
+1,081
4292
$44K ﹤0.01%
+2,881
4293
$44K ﹤0.01%
+69,000
4294
$44K ﹤0.01%
+1,400
4295
$44K ﹤0.01%
+3,595
4296
$44K ﹤0.01%
+56,529
4297
$44K ﹤0.01%
+2,600
4298
$44K ﹤0.01%
+7,684
4299
$44K ﹤0.01%
+2,121
4300
$44K ﹤0.01%
+13,998
170 171
172
173 174