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
5201
$11K ﹤0.01%
+1,500
5202
$11K ﹤0.01%
+219
5203
$11K ﹤0.01%
+882
5204
$11K ﹤0.01%
+651
5205
$11K ﹤0.01%
+568
5206
$11K ﹤0.01%
+33
5207
$11K ﹤0.01%
+95
5208
$11K ﹤0.01%
+1,082
5209
$11K ﹤0.01%
+1,000
5210
$11K ﹤0.01%
+2,348
5211
$11K ﹤0.01%
+910
5212
$11K ﹤0.01%
+2,055
5213
$11K ﹤0.01%
+1,038
5214
$11K ﹤0.01%
+7,232
5215
$11K ﹤0.01%
+43
5216
$11K ﹤0.01%
+1,474
5217
$11K ﹤0.01%
+1,569
5218
$11K ﹤0.01%
+490
5219
$11K ﹤0.01%
+1,013
5220
$11K ﹤0.01%
+666
5221
$11K ﹤0.01%
+861
5222
$11K ﹤0.01%
+294
5223
$11K ﹤0.01%
+1,348
5224
$11K ﹤0.01%
+1,589
5225
$11K ﹤0.01%
+2,442