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
5151
$12K ﹤0.01%
+1,033
5152
$12K ﹤0.01%
+481
5153
$12K ﹤0.01%
+813
5154
$12K ﹤0.01%
+4,960
5155
$12K ﹤0.01%
+32,141
5156
$12K ﹤0.01%
+1,752
5157
$12K ﹤0.01%
+969
5158
$12K ﹤0.01%
+500
5159
$12K ﹤0.01%
+786
5160
$12K ﹤0.01%
+5,270
5161
$12K ﹤0.01%
+1,870
5162
$12K ﹤0.01%
+818
5163
$12K ﹤0.01%
+4,914
5164
$12K ﹤0.01%
+680
5165
$12K ﹤0.01%
+6,074
5166
$12K ﹤0.01%
+220
5167
$12K ﹤0.01%
+129
5168
$12K ﹤0.01%
+525
5169
$12K ﹤0.01%
+1,706
5170
$12K ﹤0.01%
+1,797
5171
$12K ﹤0.01%
+1,034
5172
$12K ﹤0.01%
+484
5173
$12K ﹤0.01%
+272
5174
$12K ﹤0.01%
+2,085
5175
$12K ﹤0.01%
+600