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
4876
$19K ﹤0.01%
+973
4877
$19K ﹤0.01%
+726
4878
$19K ﹤0.01%
+1,053
4879
$19K ﹤0.01%
+1,635
4880
$19K ﹤0.01%
+682
4881
$19K ﹤0.01%
+1,062
4882
$19K ﹤0.01%
+429
4883
$19K ﹤0.01%
+774
4884
$19K ﹤0.01%
+1,049
4885
$19K ﹤0.01%
+774
4886
$19K ﹤0.01%
+822
4887
$19K ﹤0.01%
+611
4888
$19K ﹤0.01%
+744
4889
$19K ﹤0.01%
+1,767
4890
$19K ﹤0.01%
+413
4891
$19K ﹤0.01%
+1,711
4892
$19K ﹤0.01%
+549
4893
$19K ﹤0.01%
+1,438
4894
$19K ﹤0.01%
+3,439
4895
$19K ﹤0.01%
+1,030
4896
$18K ﹤0.01%
+1,012
4897
$18K ﹤0.01%
+1,979
4898
$18K ﹤0.01%
+1,223
4899
$18K ﹤0.01%
+13,026
4900
$18K ﹤0.01%
+688