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
4901
$18K ﹤0.01%
+863
4902
$18K ﹤0.01%
+1,002
4903
$18K ﹤0.01%
+962
4904
$18K ﹤0.01%
+751
4905
$18K ﹤0.01%
+2,178
4906
$18K ﹤0.01%
+1,024
4907
$18K ﹤0.01%
+1,570
4908
$18K ﹤0.01%
+5,571
4909
$18K ﹤0.01%
+4,323
4910
$18K ﹤0.01%
+775
4911
$18K ﹤0.01%
+1,035
4912
$18K ﹤0.01%
+685
4913
$18K ﹤0.01%
+51,700
4914
$18K ﹤0.01%
+1,151
4915
$18K ﹤0.01%
+4,117
4916
$18K ﹤0.01%
+700
4917
$18K ﹤0.01%
+5,231
4918
$18K ﹤0.01%
+404
4919
$18K ﹤0.01%
+189,730
4920
$18K ﹤0.01%
+53,909
4921
$18K ﹤0.01%
+1,803
4922
$18K ﹤0.01%
+606
4923
$18K ﹤0.01%
+660
4924
$18K ﹤0.01%
+4,263
4925
$18K ﹤0.01%
+771