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
4926
$18K ﹤0.01%
+184
4927
$18K ﹤0.01%
+1,021
4928
$18K ﹤0.01%
+2,956
4929
$18K ﹤0.01%
+249
4930
$17K ﹤0.01%
+890
4931
$17K ﹤0.01%
+1,837
4932
$17K ﹤0.01%
+1,001
4933
$17K ﹤0.01%
+811
4934
$17K ﹤0.01%
+1,796
4935
$17K ﹤0.01%
+485
4936
$17K ﹤0.01%
+492
4937
$17K ﹤0.01%
+4,248
4938
$17K ﹤0.01%
+415
4939
$17K ﹤0.01%
+113
4940
$17K ﹤0.01%
+3,450
4941
$17K ﹤0.01%
+105
4942
$17K ﹤0.01%
+982
4943
$17K ﹤0.01%
+72
4944
$17K ﹤0.01%
+1,584
4945
$17K ﹤0.01%
+284
4946
$17K ﹤0.01%
+617
4947
$17K ﹤0.01%
+1,714
4948
$17K ﹤0.01%
+1,067
4949
$17K ﹤0.01%
+800
4950
$17K ﹤0.01%
+426