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
4501
$33K ﹤0.01%
+1,674
4502
$33K ﹤0.01%
+8,857
4503
$33K ﹤0.01%
+414
4504
$33K ﹤0.01%
+2,805
4505
$33K ﹤0.01%
+3,988
4506
$33K ﹤0.01%
+2,172
4507
$33K ﹤0.01%
+626
4508
$33K ﹤0.01%
+3,478
4509
$33K ﹤0.01%
+4,200
4510
$33K ﹤0.01%
+1,510
4511
$33K ﹤0.01%
+1
4512
$33K ﹤0.01%
+1,154
4513
$33K ﹤0.01%
+440
4514
$33K ﹤0.01%
+1,543
4515
$33K ﹤0.01%
+3,812
4516
$33K ﹤0.01%
+1,685
4517
$33K ﹤0.01%
+1,035
4518
$33K ﹤0.01%
+667
4519
$33K ﹤0.01%
+4,634
4520
$33K ﹤0.01%
+4,023
4521
$33K ﹤0.01%
+2,986
4522
$33K ﹤0.01%
+2,838
4523
$33K ﹤0.01%
+3,283
4524
$33K ﹤0.01%
+1,326
4525
$33K ﹤0.01%
+1,168