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
5476
$7K ﹤0.01%
+142
5477
$7K ﹤0.01%
+1,663
5478
$7K ﹤0.01%
+4,199
5479
$7K ﹤0.01%
+2,088
5480
$7K ﹤0.01%
+3,055
5481
$7K ﹤0.01%
+3,158
5482
$7K ﹤0.01%
+5,273
5483
$7K ﹤0.01%
+600
5484
$7K ﹤0.01%
+514
5485
$7K ﹤0.01%
+253
5486
$7K ﹤0.01%
+300
5487
$7K ﹤0.01%
+1,000
5488
$7K ﹤0.01%
+300
5489
$7K ﹤0.01%
+1,102
5490
$7K ﹤0.01%
+5,187
5491
$7K ﹤0.01%
+13,105
5492
$7K ﹤0.01%
+3,214
5493
$7K ﹤0.01%
+1,559
5494
$7K ﹤0.01%
+1,302
5495
$6K ﹤0.01%
+662
5496
$6K ﹤0.01%
+470
5497
$6K ﹤0.01%
+970
5498
$6K ﹤0.01%
+142
5499
$6K ﹤0.01%
+10
5500
$6K ﹤0.01%
+484