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
5376
$8K ﹤0.01%
+378
5377
$8K ﹤0.01%
+300
5378
$8K ﹤0.01%
+471
5379
$8K ﹤0.01%
+497
5380
$8K ﹤0.01%
+1,203
5381
$8K ﹤0.01%
+287
5382
$8K ﹤0.01%
+159
5383
$8K ﹤0.01%
+470
5384
$8K ﹤0.01%
+2,598
5385
$8K ﹤0.01%
+519
5386
$8K ﹤0.01%
+1,000
5387
$8K ﹤0.01%
+122
5388
$8K ﹤0.01%
+1,750
5389
$8K ﹤0.01%
+1,338
5390
$8K ﹤0.01%
+5,000
5391
$8K ﹤0.01%
+291
5392
$8K ﹤0.01%
+584
5393
$8K ﹤0.01%
+385
5394
$8K ﹤0.01%
+2,527
5395
$8K ﹤0.01%
+556
5396
$8K ﹤0.01%
+310
5397
$8K ﹤0.01%
+1,949
5398
$8K ﹤0.01%
+269
5399
$8K ﹤0.01%
+317
5400
$8K ﹤0.01%
+783