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
4626
$28K ﹤0.01%
+4,250
4627
$28K ﹤0.01%
+1,692
4628
$28K ﹤0.01%
+1,072
4629
$28K ﹤0.01%
+1,980
4630
$28K ﹤0.01%
+1,616
4631
$28K ﹤0.01%
+1,438
4632
$28K ﹤0.01%
+806
4633
$28K ﹤0.01%
+43,612
4634
$28K ﹤0.01%
+6,438
4635
$28K ﹤0.01%
+872
4636
$28K ﹤0.01%
+939
4637
$28K ﹤0.01%
+1,543
4638
$27K ﹤0.01%
+3,528
4639
$27K ﹤0.01%
+3,077
4640
$27K ﹤0.01%
+1,568
4641
$27K ﹤0.01%
+4,163
4642
$27K ﹤0.01%
+122
4643
$27K ﹤0.01%
+500
4644
$27K ﹤0.01%
+3,410
4645
$27K ﹤0.01%
+4,788
4646
$27K ﹤0.01%
+369
4647
$27K ﹤0.01%
+312
4648
$27K ﹤0.01%
+804
4649
$27K ﹤0.01%
+2,424
4650
$27K ﹤0.01%
+2,257
184 185
186
187 188