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
4676
$26K ﹤0.01%
+752
4677
$26K ﹤0.01%
+12,627
4678
$26K ﹤0.01%
+2,121
4679
$26K ﹤0.01%
+1,377
4680
$26K ﹤0.01%
+1,989
4681
$26K ﹤0.01%
+15,655
4682
$26K ﹤0.01%
+3,286
4683
$26K ﹤0.01%
+15,377
4684
$26K ﹤0.01%
+1,815
4685
$26K ﹤0.01%
+1,152
4686
$26K ﹤0.01%
+332
4687
$26K ﹤0.01%
+999
4688
$26K ﹤0.01%
+1,473
4689
$26K ﹤0.01%
+784
4690
$25K ﹤0.01%
+2,876
4691
$25K ﹤0.01%
+2,000
4692
$25K ﹤0.01%
+2,960
4693
$25K ﹤0.01%
+86
4694
$25K ﹤0.01%
+1,230
4695
$25K ﹤0.01%
+2,635
4696
$25K ﹤0.01%
+4,025
4697
$25K ﹤0.01%
+72
4698
$25K ﹤0.01%
+1,000
4699
$25K ﹤0.01%
+1,768
4700
$25K ﹤0.01%
+680
186 187
188
189 190