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
5326
$9K ﹤0.01%
+664
5327
$9K ﹤0.01%
+2,131
5328
$9K ﹤0.01%
+599
5329
$9K ﹤0.01%
+1,086
5330
$9K ﹤0.01%
+1,905
5331
$9K ﹤0.01%
+609
5332
$9K ﹤0.01%
+410
5333
$9K ﹤0.01%
+219
5334
$9K ﹤0.01%
+143
5335
$9K ﹤0.01%
+276
5336
$9K ﹤0.01%
+354
5337
$9K ﹤0.01%
+2,458
5338
$9K ﹤0.01%
+693
5339
$9K ﹤0.01%
+74,220
5340
$9K ﹤0.01%
+580
5341
$9K ﹤0.01%
+960
5342
$9K ﹤0.01%
+578
5343
$9K ﹤0.01%
+2,812
5344
$9K ﹤0.01%
+319
5345
$9K ﹤0.01%
+379
5346
$9K ﹤0.01%
+4,218
5347
$8K ﹤0.01%
+1,823
5348
$8K ﹤0.01%
+1
5349
$8K ﹤0.01%
+968
5350
$8K ﹤0.01%
+362