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
4851
$20K ﹤0.01%
+718
4852
$20K ﹤0.01%
+97
4853
$20K ﹤0.01%
+2,400
4854
$20K ﹤0.01%
+941
4855
$20K ﹤0.01%
+498
4856
$20K ﹤0.01%
+45,792
4857
0
4858
$19K ﹤0.01%
+817
4859
$19K ﹤0.01%
+11,109
4860
$19K ﹤0.01%
+4,809
4861
$19K ﹤0.01%
+462
4862
$19K ﹤0.01%
+62
4863
$19K ﹤0.01%
+4,850
4864
$19K ﹤0.01%
+6,032
4865
$19K ﹤0.01%
+1,652
4866
$19K ﹤0.01%
+1,712
4867
$19K ﹤0.01%
+2,354
4868
$19K ﹤0.01%
+1,280
4869
$19K ﹤0.01%
+1,867
4870
$19K ﹤0.01%
+200
4871
$19K ﹤0.01%
+1,512
4872
$19K ﹤0.01%
+350
4873
$19K ﹤0.01%
+746
4874
$19K ﹤0.01%
+827
4875
$19K ﹤0.01%
+949