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
4376
$40K ﹤0.01%
+1,290
4377
$40K ﹤0.01%
+14,604
4378
$40K ﹤0.01%
+2,870
4379
$40K ﹤0.01%
+1,511
4380
$39K ﹤0.01%
+7,559
4381
$39K ﹤0.01%
+2,647
4382
$39K ﹤0.01%
+610
4383
$39K ﹤0.01%
+6,231
4384
$39K ﹤0.01%
+3,819
4385
$39K ﹤0.01%
+1,571
4386
$39K ﹤0.01%
+1
4387
$39K ﹤0.01%
+1,550
4388
$39K ﹤0.01%
+2,904
4389
$39K ﹤0.01%
+2,202
4390
$39K ﹤0.01%
+3,799
4391
$39K ﹤0.01%
+4,127
4392
$39K ﹤0.01%
+850
4393
$39K ﹤0.01%
+1,989
4394
$39K ﹤0.01%
+1,903
4395
$39K ﹤0.01%
+7,280
4396
$39K ﹤0.01%
+1,521
4397
$39K ﹤0.01%
+1,213
4398
$39K ﹤0.01%
+416
4399
$39K ﹤0.01%
+2,661
4400
$39K ﹤0.01%
+10,702
174 175
176
177 178