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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
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$370M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$216M
5
IYR icon
iShares US Real Estate ETF
IYR
+$210M

Top Sells

1
+$615M
2
+$468M
3
+$212M
4
AGU
Agrium
AGU
+$193M
5
AZN icon
AstraZeneca
AZN
+$143M

Sector Composition

1 Energy 10.73%
2 Healthcare 8.19%
3 Technology 8.14%
4 Financials 7.77%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5476
$13K ﹤0.01%
1,292
+500
5477
$13K ﹤0.01%
1,952
+1,831
5478
$13K ﹤0.01%
781
+475
5479
$13K ﹤0.01%
2,000
-1,893
5480
$13K ﹤0.01%
3,299
+3,216
5481
$13K ﹤0.01%
263
+166
5482
$13K ﹤0.01%
1,630
+687
5483
$13K ﹤0.01%
4,105
+3,441
5484
$13K ﹤0.01%
+514
5485
$13K ﹤0.01%
+1,635
5486
$13K ﹤0.01%
4,015
+2,133
5487
$13K ﹤0.01%
1,264
+1,003
5488
$13K ﹤0.01%
1,418
-2,350
5489
$13K ﹤0.01%
659
+461
5490
$13K ﹤0.01%
1,155
-9,445
5491
$13K ﹤0.01%
1,340
-390
5492
$13K ﹤0.01%
500
5493
$13K ﹤0.01%
721
+432
5494
$13K ﹤0.01%
897
-6
5495
$13K ﹤0.01%
624
-365
5496
$13K ﹤0.01%
+1,153
5497
$13K ﹤0.01%
260
-3,234
5498
$13K ﹤0.01%
555
-32
5499
$13K ﹤0.01%
+2,256
5500
$13K ﹤0.01%
60
+39
218 219
220
221 222