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
5451
$7K ﹤0.01%
+816
5452
$7K ﹤0.01%
+852
5453
$7K ﹤0.01%
+180
5454
$7K ﹤0.01%
+300
5455
$7K ﹤0.01%
+1,400
5456
$7K ﹤0.01%
+4,200
5457
$7K ﹤0.01%
+658
5458
$7K ﹤0.01%
+300
5459
$7K ﹤0.01%
+1,110
5460
$7K ﹤0.01%
+3,000
5461
$7K ﹤0.01%
+2,562
5462
$7K ﹤0.01%
+160
5463
$7K ﹤0.01%
+1,000
5464
$7K ﹤0.01%
+621
5465
$7K ﹤0.01%
+369
5466
$7K ﹤0.01%
+730
5467
$7K ﹤0.01%
+1,963
5468
$7K ﹤0.01%
+660
5469
$7K ﹤0.01%
+2,825
5470
$7K ﹤0.01%
+918
5471
$7K ﹤0.01%
+904
5472
$7K ﹤0.01%
+700
5473
$7K ﹤0.01%
+622
5474
$7K ﹤0.01%
+200
5475
$7K ﹤0.01%
+250