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
4751
$23K ﹤0.01%
+2,000
4752
$23K ﹤0.01%
+2,079
4753
$23K ﹤0.01%
+162
4754
$23K ﹤0.01%
+2,453
4755
$23K ﹤0.01%
+1,263
4756
$23K ﹤0.01%
+2,103
4757
$23K ﹤0.01%
+8,464
4758
– –
0
4759
$23K ﹤0.01%
+2,777
4760
$23K ﹤0.01%
+1,115
4761
$23K ﹤0.01%
+850
4762
$23K ﹤0.01%
+1,597
4763
$23K ﹤0.01%
+2,208
4764
$23K ﹤0.01%
+612
4765
$23K ﹤0.01%
+1,401
4766
$23K ﹤0.01%
+3,043
4767
$23K ﹤0.01%
+3,483
4768
$23K ﹤0.01%
+1,184
4769
$23K ﹤0.01%
+1,150
4770
$22K ﹤0.01%
+559
4771
$22K ﹤0.01%
+1,265
4772
$22K ﹤0.01%
+3,268
4773
$22K ﹤0.01%
+1,594
4774
$22K ﹤0.01%
+1,067
4775
$22K ﹤0.01%
+1,120
189 190
191
192 193