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
4476
$35K ﹤0.01%
+2,836
4477
$35K ﹤0.01%
+1,791
4478
$35K ﹤0.01%
+700
4479
$35K ﹤0.01%
+706
4480
$35K ﹤0.01%
+1,500
4481
$34K ﹤0.01%
+600
4482
$34K ﹤0.01%
+15,567
4483
$34K ﹤0.01%
+9,869
4484
$34K ﹤0.01%
+2,915
4485
$34K ﹤0.01%
+2,540
4486
$34K ﹤0.01%
+179
4487
$34K ﹤0.01%
+1,382
4488
$34K ﹤0.01%
+3,540
4489
$34K ﹤0.01%
+195
4490
$34K ﹤0.01%
+800
4491
$34K ﹤0.01%
+3,292
4492
$34K ﹤0.01%
+24,196
4493
$34K ﹤0.01%
+5,000
4494
$34K ﹤0.01%
+1,033
4495
$33K ﹤0.01%
+2,222
4496
$33K ﹤0.01%
+5,012
4497
$33K ﹤0.01%
+2,518
4498
$33K ﹤0.01%
+3,120
4499
$33K ﹤0.01%
+2,092
4500
$33K ﹤0.01%
+1,662
178 179
180
181 182