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
4351
$41K ﹤0.01%
+2,875
4352
$41K ﹤0.01%
+1,300
4353
$41K ﹤0.01%
+6,574
4354
$41K ﹤0.01%
+1,784
4355
$41K ﹤0.01%
+2,239
4356
$41K ﹤0.01%
+935
4357
$41K ﹤0.01%
+2,953
4358
$41K ﹤0.01%
+3,090
4359
$41K ﹤0.01%
+327
4360
$40K ﹤0.01%
+2,265
4361
$40K ﹤0.01%
+2,367
4362
$40K ﹤0.01%
+1,645
4363
$40K ﹤0.01%
+1,528
4364
$40K ﹤0.01%
+833
4365
$40K ﹤0.01%
+3,358
4366
$40K ﹤0.01%
+36,323
4367
$40K ﹤0.01%
+838
4368
$40K ﹤0.01%
+2,116
4369
$40K ﹤0.01%
+16,109
4370
$40K ﹤0.01%
+4,735
4371
$40K ﹤0.01%
+10,157
4372
$40K ﹤0.01%
+197
4373
$40K ﹤0.01%
+3,637
4374
$40K ﹤0.01%
+5,003
4375
$40K ﹤0.01%
+4,994
173 174
175
176 177