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
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$370M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$216M
5
IYR icon
iShares US Real Estate ETF
IYR
+$210M

Top Sells

1
+$615M
2
+$468M
3
+$212M
4
AGU
Agrium
AGU
+$193M
5
AZN icon
AstraZeneca
AZN
+$143M

Sector Composition

1 Energy 10.73%
2 Healthcare 8.19%
3 Technology 8.14%
4 Financials 7.77%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4476
$52K ﹤0.01%
5,288
+4,566
4477
$52K ﹤0.01%
+1,933
4478
$52K ﹤0.01%
3,094
-3,656
4479
$52K ﹤0.01%
709
4480
$52K ﹤0.01%
3,716
+1,122
4481
$52K ﹤0.01%
2,980
+2,111
4482
$52K ﹤0.01%
1,751
+641
4483
$52K ﹤0.01%
625
+523
4484
$52K ﹤0.01%
1,580
-30
4485
$51K ﹤0.01%
8,429
+1,954
4486
$51K ﹤0.01%
+3,994
4487
– –
0
4488
$51K ﹤0.01%
85
+45
4489
$51K ﹤0.01%
4,916
-168
4490
$51K ﹤0.01%
422
+324
4491
$51K ﹤0.01%
1,558
+741
4492
$51K ﹤0.01%
4,150
-3,643
4493
$51K ﹤0.01%
2,661
-842
4494
$51K ﹤0.01%
+1,485
4495
$51K ﹤0.01%
5,353
-717
4496
$50K ﹤0.01%
1,559
-2,882
4497
$50K ﹤0.01%
17,010
+7,000
4498
$50K ﹤0.01%
1,737
+1,444
4499
$50K ﹤0.01%
4,000
4500
$50K ﹤0.01%
+1,349
178 179
180
181 182