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
4451
$36K ﹤0.01%
+1,500
4452
$36K ﹤0.01%
+9,584
4453
$36K ﹤0.01%
+65,100
4454
$36K ﹤0.01%
+1,137
4455
$36K ﹤0.01%
+2,396
4456
$35K ﹤0.01%
+1,446
4457
$35K ﹤0.01%
+9
4458
$35K ﹤0.01%
+1,614
4459
$35K ﹤0.01%
+3,656
4460
$35K ﹤0.01%
+631
4461
$35K ﹤0.01%
+24
4462
$35K ﹤0.01%
+8,416
4463
$35K ﹤0.01%
+30,944
4464
$35K ﹤0.01%
+4,453
4465
$35K ﹤0.01%
+75
4466
$35K ﹤0.01%
+14,245
4467
$35K ﹤0.01%
+1,251
4468
$35K ﹤0.01%
+2,429
4469
$35K ﹤0.01%
+2,606
4470
$35K ﹤0.01%
+1,059
4471
$35K ﹤0.01%
+1,535
4472
$35K ﹤0.01%
+2,026
4473
$35K ﹤0.01%
+11,232
4474
$35K ﹤0.01%
+13,000
4475
$35K ﹤0.01%
+2,862
177 178
179
180 181