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
5051
$14K ﹤0.01%
+1,273
5052
$14K ﹤0.01%
+501
5053
$14K ﹤0.01%
+1,498
5054
$14K ﹤0.01%
+891
5055
$14K ﹤0.01%
+735
5056
$14K ﹤0.01%
+8,308
5057
$14K ﹤0.01%
+857
5058
$14K ﹤0.01%
+1,573
5059
$14K ﹤0.01%
+1,000
5060
$14K ﹤0.01%
+634
5061
$14K ﹤0.01%
+658
5062
$14K ﹤0.01%
+500
5063
$14K ﹤0.01%
+1,334
5064
$14K ﹤0.01%
+2,125
5065
$14K ﹤0.01%
+359
5066
$14K ﹤0.01%
+980
5067
$14K ﹤0.01%
+3,183
5068
$14K ﹤0.01%
+281
5069
$14K ﹤0.01%
+602
5070
$14K ﹤0.01%
+1,887
5071
$14K ﹤0.01%
+400
5072
$14K ﹤0.01%
+1,721
5073
$14K ﹤0.01%
+1,101
5074
$14K ﹤0.01%
+812
5075
$14K ﹤0.01%
+719