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
4951
$17K ﹤0.01%
+739
4952
$17K ﹤0.01%
+5,562
4953
$17K ﹤0.01%
+1,280
4954
$17K ﹤0.01%
+300
4955
$17K ﹤0.01%
+1,739
4956
$17K ﹤0.01%
+1,536
4957
$17K ﹤0.01%
+1,601
4958
$17K ﹤0.01%
+610
4959
$17K ﹤0.01%
+2,298
4960
$17K ﹤0.01%
+1,056
4961
$17K ﹤0.01%
+1,400
4962
$17K ﹤0.01%
+1,446
4963
$16K ﹤0.01%
+1,206
4964
$16K ﹤0.01%
+2,327
4965
$16K ﹤0.01%
+1,172
4966
$16K ﹤0.01%
+646
4967
$16K ﹤0.01%
+736
4968
$16K ﹤0.01%
+18,138
4969
$16K ﹤0.01%
+49
4970
$16K ﹤0.01%
+600
4971
$16K ﹤0.01%
+472
4972
$16K ﹤0.01%
+944
4973
$16K ﹤0.01%
+1,400
4974
$16K ﹤0.01%
+675
4975
$16K ﹤0.01%
+395