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
5351
$8K ﹤0.01%
+406
5352
$8K ﹤0.01%
+58
5353
$8K ﹤0.01%
+814
5354
$8K ﹤0.01%
+593
5355
0
5356
$8K ﹤0.01%
+1,106
5357
$8K ﹤0.01%
+244
5358
$8K ﹤0.01%
+11
5359
$8K ﹤0.01%
+1,390
5360
$8K ﹤0.01%
+1,035
5361
$8K ﹤0.01%
+1,589
5362
$8K ﹤0.01%
+1,337
5363
$8K ﹤0.01%
+46
5364
$8K ﹤0.01%
+4,470
5365
$8K ﹤0.01%
+251
5366
$8K ﹤0.01%
+333
5367
$8K ﹤0.01%
+522
5368
$8K ﹤0.01%
+951
5369
$8K ﹤0.01%
+68
5370
$8K ﹤0.01%
+666
5371
$8K ﹤0.01%
+22
5372
$8K ﹤0.01%
+556
5373
$8K ﹤0.01%
+2,150
5374
$8K ﹤0.01%
+311
5375
$8K ﹤0.01%
+831