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
5126
$12K ﹤0.01%
+778
5127
$12K ﹤0.01%
+1,200
5128
$12K ﹤0.01%
+2,949
5129
$12K ﹤0.01%
+8
5130
$12K ﹤0.01%
+2,393
5131
$12K ﹤0.01%
+6,700
5132
$12K ﹤0.01%
+172
5133
$12K ﹤0.01%
+595
5134
$12K ﹤0.01%
+473
5135
$12K ﹤0.01%
+1,829
5136
$12K ﹤0.01%
+2,038
5137
$12K ﹤0.01%
+789
5138
$12K ﹤0.01%
+500
5139
$12K ﹤0.01%
+9,800
5140
$12K ﹤0.01%
+1,350
5141
$12K ﹤0.01%
+18,500
5142
$12K ﹤0.01%
+1,511
5143
$12K ﹤0.01%
+831
5144
$12K ﹤0.01%
+1,451
5145
$12K ﹤0.01%
+1
5146
$12K ﹤0.01%
+787
5147
$12K ﹤0.01%
+2,093
5148
$12K ﹤0.01%
+927
5149
$12K ﹤0.01%
+500
5150
$12K ﹤0.01%
+2,579