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
5426
$7K ﹤0.01%
+2
5427
$7K ﹤0.01%
+1,422
5428
$7K ﹤0.01%
+503
5429
$7K ﹤0.01%
+407
5430
$7K ﹤0.01%
+216
5431
$7K ﹤0.01%
+576
5432
$7K ﹤0.01%
+727
5433
$7K ﹤0.01%
+153
5434
$7K ﹤0.01%
+1,870
5435
$7K ﹤0.01%
+339
5436
$7K ﹤0.01%
+1,295
5437
$7K ﹤0.01%
+431
5438
$7K ﹤0.01%
+400
5439
$7K ﹤0.01%
+500
5440
$7K ﹤0.01%
+435
5441
$7K ﹤0.01%
+260
5442
$7K ﹤0.01%
+1
5443
$7K ﹤0.01%
+232
5444
$7K ﹤0.01%
+546
5445
$7K ﹤0.01%
+2,613
5446
$7K ﹤0.01%
+744
5447
$7K ﹤0.01%
+253
5448
$7K ﹤0.01%
+200
5449
$7K ﹤0.01%
+200
5450
$7K ﹤0.01%
+224