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
4701
$25K ﹤0.01%
+6,794
4702
$25K ﹤0.01%
+10,155
4703
$25K ﹤0.01%
+832
4704
$25K ﹤0.01%
+4,929
4705
$25K ﹤0.01%
+6,545
4706
$25K ﹤0.01%
+807
4707
$25K ﹤0.01%
+7,797
4708
$25K ﹤0.01%
+590
4709
$24K ﹤0.01%
+1,500
4710
$24K ﹤0.01%
+2,175
4711
$24K ﹤0.01%
+3,971
4712
$24K ﹤0.01%
+832
4713
$24K ﹤0.01%
+2,384
4714
$24K ﹤0.01%
+774
4715
$24K ﹤0.01%
+1,642
4716
$24K ﹤0.01%
+1,865
4717
$24K ﹤0.01%
+3,704
4718
$24K ﹤0.01%
+2,000
4719
$24K ﹤0.01%
+1,050
4720
$24K ﹤0.01%
+2,080
4721
$24K ﹤0.01%
+2,554
4722
$24K ﹤0.01%
+1,641
4723
$24K ﹤0.01%
+773
4724
$24K ﹤0.01%
+6,734
4725
$24K ﹤0.01%
+866
187 188
189
190 191