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
5076
$14K ﹤0.01%
+3,252
5077
$14K ﹤0.01%
+2,226
5078
$14K ﹤0.01%
+446
5079
$14K ﹤0.01%
+3,757
5080
$14K ﹤0.01%
+1,128
5081
$13K ﹤0.01%
+1,580
5082
$13K ﹤0.01%
+1,838
5083
$13K ﹤0.01%
+1,476
5084
$13K ﹤0.01%
+2,007
5085
$13K ﹤0.01%
+1,866
5086
$13K ﹤0.01%
+309
5087
$13K ﹤0.01%
+2,658
5088
$13K ﹤0.01%
+1,156
5089
$13K ﹤0.01%
+2,999
5090
$13K ﹤0.01%
+33,136
5091
$13K ﹤0.01%
+3,057
5092
$13K ﹤0.01%
+797
5093
$13K ﹤0.01%
+1,920
5094
$13K ﹤0.01%
+1,372
5095
$13K ﹤0.01%
+1,500
5096
$13K ﹤0.01%
+4
5097
$13K ﹤0.01%
+61
5098
$13K ﹤0.01%
+228
5099
$13K ﹤0.01%
+14,631
5100
$13K ﹤0.01%
+737