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
5101
$13K ﹤0.01%
+926
5102
$13K ﹤0.01%
+10,370
5103
$13K ﹤0.01%
+715
5104
$13K ﹤0.01%
+250
5105
$13K ﹤0.01%
+1,219
5106
$13K ﹤0.01%
+986
5107
$13K ﹤0.01%
+400
5108
$13K ﹤0.01%
+803
5109
$13K ﹤0.01%
+995
5110
$13K ﹤0.01%
+925
5111
$13K ﹤0.01%
+747
5112
$13K ﹤0.01%
+1,631
5113
$13K ﹤0.01%
+397
5114
$13K ﹤0.01%
+1,006
5115
$13K ﹤0.01%
+1,285
5116
$13K ﹤0.01%
+1,811
5117
$13K ﹤0.01%
+1,810
5118
$13K ﹤0.01%
+1,347
5119
$13K ﹤0.01%
+1,300
5120
$13K ﹤0.01%
+1,033
5121
$13K ﹤0.01%
+6,819
5122
$13K ﹤0.01%
+3,486
5123
$13K ﹤0.01%
+540
5124
$13K ﹤0.01%
+8,074
5125
$13K ﹤0.01%
+1,000