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
4776
$22K ﹤0.01%
+912
4777
$22K ﹤0.01%
+428
4778
0
4779
0
4780
$22K ﹤0.01%
+4,396
4781
$22K ﹤0.01%
+2,168
4782
$22K ﹤0.01%
+1,218
4783
$22K ﹤0.01%
+1,000
4784
$22K ﹤0.01%
+1,360
4785
$22K ﹤0.01%
+97
4786
$22K ﹤0.01%
+4,782
4787
$22K ﹤0.01%
+467
4788
$22K ﹤0.01%
+1,587
4789
$22K ﹤0.01%
+5,055
4790
$22K ﹤0.01%
+192
4791
$22K ﹤0.01%
+2,304
4792
$22K ﹤0.01%
+1,656
4793
$22K ﹤0.01%
+1,295
4794
$22K ﹤0.01%
+1,005
4795
$22K ﹤0.01%
+2,000
4796
$22K ﹤0.01%
+689
4797
$22K ﹤0.01%
+1,284
4798
$21K ﹤0.01%
+800
4799
$21K ﹤0.01%
+9,771
4800
$21K ﹤0.01%
+1,373