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
4826
$21K ﹤0.01%
+1,524
4827
$20K ﹤0.01%
+5,000
4828
$20K ﹤0.01%
+350
4829
$20K ﹤0.01%
+6,644
4830
$20K ﹤0.01%
+1,116
4831
$20K ﹤0.01%
+1,304
4832
$20K ﹤0.01%
+1,442
4833
$20K ﹤0.01%
+800
4834
$20K ﹤0.01%
+2,532
4835
$20K ﹤0.01%
+4,449
4836
$20K ﹤0.01%
+2,156
4837
$20K ﹤0.01%
+675
4838
$20K ﹤0.01%
+167
4839
$20K ﹤0.01%
+3,000
4840
$20K ﹤0.01%
+3,780
4841
$20K ﹤0.01%
+4,015
4842
$20K ﹤0.01%
+6,996
4843
$20K ﹤0.01%
+14,326
4844
$20K ﹤0.01%
+568
4845
$20K ﹤0.01%
+6,746
4846
$20K ﹤0.01%
+677
4847
$20K ﹤0.01%
+1,101
4848
$20K ﹤0.01%
+10,932
4849
$20K ﹤0.01%
+6,250
4850
$20K ﹤0.01%
+1,194
192 193
194
195 196