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
4726
$24K ﹤0.01%
+989
4727
$24K ﹤0.01%
+830
4728
$24K ﹤0.01%
+1,308
4729
$24K ﹤0.01%
+1,370
4730
$24K ﹤0.01%
+1,026
4731
$24K ﹤0.01%
+6,470
4732
$24K ﹤0.01%
+16
4733
$24K ﹤0.01%
+1,083
4734
$24K ﹤0.01%
+2,030
4735
$24K ﹤0.01%
+286,533
4736
$24K ﹤0.01%
+1,493
4737
$24K ﹤0.01%
+1,096
4738
$24K ﹤0.01%
+25
4739
$24K ﹤0.01%
+1,411
4740
$24K ﹤0.01%
+1,607
4741
$24K ﹤0.01%
+7,814
4742
$24K ﹤0.01%
+1,803
4743
$24K ﹤0.01%
+1,915
4744
$24K ﹤0.01%
+1,134
4745
$24K ﹤0.01%
+1,842
4746
$24K ﹤0.01%
+3,485
4747
$24K ﹤0.01%
+440
4748
$24K ﹤0.01%
+5,238
4749
$24K ﹤0.01%
+651
4750
$23K ﹤0.01%
+1,717