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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
4651
$41K ﹤0.01%
+1,695
4652
$41K ﹤0.01%
5,497
+4,201
4653
$41K ﹤0.01%
1,943
+40
4654
$41K ﹤0.01%
2,329
-445
4655
$41K ﹤0.01%
590
+22
4656
$41K ﹤0.01%
7,128
+6,089
4657
$40K ﹤0.01%
1,852
+174
4658
$40K ﹤0.01%
594
+59
4659
$40K ﹤0.01%
2,645
-1,168
4660
$40K ﹤0.01%
141
+92
4661
$40K ﹤0.01%
6,117
+4,549
4662
$40K ﹤0.01%
16,993
-7
4663
$40K ﹤0.01%
1,758
-480
4664
$40K ﹤0.01%
102
+46
4665
$40K ﹤0.01%
1,612
-836
4666
$40K ﹤0.01%
1,630
-1,247
4667
$40K ﹤0.01%
55
+4
4668
$40K ﹤0.01%
1,467
+868
4669
$40K ﹤0.01%
2,713
+1,815
4670
$40K ﹤0.01%
2,167
+2,117
4671
$40K ﹤0.01%
3,419
+1,640
4672
$40K ﹤0.01%
4,793
+4,369
4673
$40K ﹤0.01%
739
+290
4674
$40K ﹤0.01%
703
+601
4675
$40K ﹤0.01%
25,334
+8,584
185 186
187
188 189