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
4801
$21K ﹤0.01%
+950
4802
$21K ﹤0.01%
+994
4803
$21K ﹤0.01%
+1,357
4804
$21K ﹤0.01%
+1,405
4805
$21K ﹤0.01%
+750
4806
$21K ﹤0.01%
+458
4807
$21K ﹤0.01%
+2,304
4808
$21K ﹤0.01%
+759
4809
$21K ﹤0.01%
+278
4810
$21K ﹤0.01%
+1,652
4811
$21K ﹤0.01%
+649
4812
$21K ﹤0.01%
+1,838
4813
$21K ﹤0.01%
+1,130
4814
$21K ﹤0.01%
+1,287
4815
$21K ﹤0.01%
+2,917
4816
$21K ﹤0.01%
+828
4817
$21K ﹤0.01%
+1,019
4818
$21K ﹤0.01%
+443
4819
$21K ﹤0.01%
+3,709
4820
$21K ﹤0.01%
+8,146
4821
$21K ﹤0.01%
+517
4822
$21K ﹤0.01%
+1,166
4823
$21K ﹤0.01%
+6,605
4824
$21K ﹤0.01%
+415
4825
$21K ﹤0.01%
+3,155