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
4976
$16K ﹤0.01%
+2,104
4977
$16K ﹤0.01%
+2,000
4978
$16K ﹤0.01%
+3,238
4979
$16K ﹤0.01%
+1,077
4980
$16K ﹤0.01%
+330
4981
$16K ﹤0.01%
+272
4982
$16K ﹤0.01%
+2,811
4983
$16K ﹤0.01%
+367
4984
$16K ﹤0.01%
+488
4985
$16K ﹤0.01%
+1,103
4986
$16K ﹤0.01%
+933
4987
$16K ﹤0.01%
+274
4988
$16K ﹤0.01%
+830
4989
$16K ﹤0.01%
+8,304
4990
$16K ﹤0.01%
+408
4991
$16K ﹤0.01%
+1,828
4992
$16K ﹤0.01%
+761
4993
$16K ﹤0.01%
+643
4994
$16K ﹤0.01%
+730
4995
$16K ﹤0.01%
+485
4996
$16K ﹤0.01%
+462
4997
$16K ﹤0.01%
+4,090
4998
$15K ﹤0.01%
+298
4999
$15K ﹤0.01%
+1,004
5000
$15K ﹤0.01%
+561