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
5501
$6K ﹤0.01%
+1,000
5502
$6K ﹤0.01%
+905
5503
$6K ﹤0.01%
+360
5504
$6K ﹤0.01%
+400
5505
$6K ﹤0.01%
+2,055
5506
$6K ﹤0.01%
+500
5507
$6K ﹤0.01%
+1,766
5508
$6K ﹤0.01%
+377
5509
$6K ﹤0.01%
+1,168
5510
$6K ﹤0.01%
+1,237
5511
$6K ﹤0.01%
+669
5512
$6K ﹤0.01%
+1,000
5513
$6K ﹤0.01%
+7
5514
$6K ﹤0.01%
+1,290
5515
$6K ﹤0.01%
+1,560
5516
$6K ﹤0.01%
+814
5517
$6K ﹤0.01%
+5,860
5518
$6K ﹤0.01%
+2
5519
$6K ﹤0.01%
+1,595
5520
0
5521
$6K ﹤0.01%
+5,133
5522
$6K ﹤0.01%
+1,040
5523
$6K ﹤0.01%
+1,317
5524
$6K ﹤0.01%
+1,190
5525
$6K ﹤0.01%
+518