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
4576
$30K ﹤0.01%
+3,467
4577
$30K ﹤0.01%
+408
4578
$30K ﹤0.01%
+404
4579
$30K ﹤0.01%
+10,740
4580
$30K ﹤0.01%
+2,850
4581
$30K ﹤0.01%
+1,238
4582
$30K ﹤0.01%
+2,419
4583
$30K ﹤0.01%
+1,783
4584
$30K ﹤0.01%
+2,035
4585
$29K ﹤0.01%
+4,599
4586
$29K ﹤0.01%
+1,010
4587
$29K ﹤0.01%
+5,020
4588
$29K ﹤0.01%
+60
4589
$29K ﹤0.01%
+594
4590
$29K ﹤0.01%
+2,104
4591
$29K ﹤0.01%
+1,664
4592
$29K ﹤0.01%
+1,141
4593
$29K ﹤0.01%
+296
4594
$29K ﹤0.01%
+789
4595
$29K ﹤0.01%
+529
4596
$29K ﹤0.01%
+1,650
4597
$29K ﹤0.01%
+8,342
4598
$29K ﹤0.01%
+1,801
4599
$29K ﹤0.01%
+2,546
4600
$29K ﹤0.01%
+686
182 183
184
185 186