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
5026
$15K ﹤0.01%
+1,861
5027
$15K ﹤0.01%
+721
5028
$15K ﹤0.01%
+2,701
5029
$15K ﹤0.01%
+1,651
5030
$15K ﹤0.01%
+3,107
5031
$15K ﹤0.01%
+1,555
5032
$15K ﹤0.01%
+1,015
5033
$15K ﹤0.01%
+547
5034
$15K ﹤0.01%
+758
5035
$15K ﹤0.01%
+11,105
5036
$15K ﹤0.01%
+485
5037
$15K ﹤0.01%
+1,925
5038
$15K ﹤0.01%
+51,639
5039
$15K ﹤0.01%
+782
5040
$15K ﹤0.01%
+1,165
5041
$15K ﹤0.01%
+2,014
5042
$15K ﹤0.01%
+21
5043
$15K ﹤0.01%
+231
5044
$14K ﹤0.01%
+1,194
5045
$14K ﹤0.01%
+364
5046
$14K ﹤0.01%
+1,786
5047
$14K ﹤0.01%
+394
5048
$14K ﹤0.01%
+1,240
5049
$14K ﹤0.01%
+1,000
5050
$14K ﹤0.01%
+2,463