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
5251
$10K ﹤0.01%
+598
5252
$10K ﹤0.01%
+283
5253
$10K ﹤0.01%
+622
5254
$10K ﹤0.01%
+500
5255
0
5256
$10K ﹤0.01%
+468
5257
$10K ﹤0.01%
+30
5258
$10K ﹤0.01%
+350
5259
$10K ﹤0.01%
+914
5260
$10K ﹤0.01%
+2,754
5261
$10K ﹤0.01%
+2,949
5262
$10K ﹤0.01%
+257
5263
$10K ﹤0.01%
+375
5264
$10K ﹤0.01%
+545
5265
$10K ﹤0.01%
+155
5266
$10K ﹤0.01%
+6,485
5267
$10K ﹤0.01%
+1,381
5268
$10K ﹤0.01%
+1,040
5269
$10K ﹤0.01%
+580
5270
$10K ﹤0.01%
+317
5271
$10K ﹤0.01%
+2,680
5272
$10K ﹤0.01%
+651
5273
$10K ﹤0.01%
+175
5274
$10K ﹤0.01%
+400
5275
$10K ﹤0.01%
+529