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
5001
$15K ﹤0.01%
+638
5002
$15K ﹤0.01%
+1,532
5003
$15K ﹤0.01%
+3,533
5004
$15K ﹤0.01%
+818
5005
$15K ﹤0.01%
+759
5006
$15K ﹤0.01%
+834
5007
$15K ﹤0.01%
+1,077
5008
$15K ﹤0.01%
+386
5009
$15K ﹤0.01%
+1,103
5010
$15K ﹤0.01%
+470
5011
$15K ﹤0.01%
+998
5012
$15K ﹤0.01%
+3,475
5013
$15K ﹤0.01%
+200
5014
$15K ﹤0.01%
+1,397
5015
$15K ﹤0.01%
+80
5016
$15K ﹤0.01%
+2,400
5017
$15K ﹤0.01%
+590
5018
$15K ﹤0.01%
+1,801
5019
$15K ﹤0.01%
+779
5020
0
5021
$15K ﹤0.01%
+118
5022
$15K ﹤0.01%
+1,268
5023
$15K ﹤0.01%
+2,397
5024
$15K ﹤0.01%
+619
5025
$15K ﹤0.01%
+1,403