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
5301
$9K ﹤0.01%
+862
5302
$9K ﹤0.01%
+5,718
5303
$9K ﹤0.01%
+1,052
5304
$9K ﹤0.01%
+627
5305
$9K ﹤0.01%
+838
5306
$9K ﹤0.01%
+760
5307
$9K ﹤0.01%
+710
5308
$9K ﹤0.01%
+856
5309
$9K ﹤0.01%
+1,524
5310
$9K ﹤0.01%
+145
5311
$9K ﹤0.01%
+690
5312
$9K ﹤0.01%
+588
5313
$9K ﹤0.01%
+65
5314
$9K ﹤0.01%
+624
5315
$9K ﹤0.01%
+97
5316
$9K ﹤0.01%
+1,951
5317
$9K ﹤0.01%
+1,007
5318
$9K ﹤0.01%
+400
5319
$9K ﹤0.01%
+580
5320
$9K ﹤0.01%
+348
5321
$9K ﹤0.01%
+1,006
5322
$9K ﹤0.01%
+472
5323
$9K ﹤0.01%
+627
5324
$9K ﹤0.01%
+723
5325
$9K ﹤0.01%
+5,862