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
5401
$8K ﹤0.01%
+2,946
5402
$8K ﹤0.01%
+700
5403
$8K ﹤0.01%
+722
5404
$8K ﹤0.01%
+306
5405
$8K ﹤0.01%
+1,224
5406
$8K ﹤0.01%
+650
5407
$8K ﹤0.01%
+340
5408
$8K ﹤0.01%
+3,980
5409
$8K ﹤0.01%
+2,373
5410
$8K ﹤0.01%
+292
5411
$8K ﹤0.01%
+987
5412
$8K ﹤0.01%
+1,311
5413
$8K ﹤0.01%
+15,000
5414
$8K ﹤0.01%
+473
5415
$8K ﹤0.01%
+1,944
5416
$8K ﹤0.01%
+6,581
5417
$8K ﹤0.01%
+683
5418
$8K ﹤0.01%
+654
5419
$8K ﹤0.01%
+721
5420
$8K ﹤0.01%
+200
5421
$8K ﹤0.01%
+418
5422
$8K ﹤0.01%
+2,147
5423
$8K ﹤0.01%
+5,392
5424
$7K ﹤0.01%
+229
5425
$7K ﹤0.01%
+256