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
5526
$6K ﹤0.01%
+28
5527
$6K ﹤0.01%
+249
5528
$6K ﹤0.01%
+870
5529
$6K ﹤0.01%
+218
5530
$6K ﹤0.01%
+2,134
5531
$6K ﹤0.01%
+247
5532
$6K ﹤0.01%
+330
5533
$6K ﹤0.01%
+2,728
5534
$6K ﹤0.01%
+1,241
5535
$6K ﹤0.01%
+2
5536
$6K ﹤0.01%
+379
5537
$6K ﹤0.01%
+1,119
5538
$6K ﹤0.01%
+282
5539
$6K ﹤0.01%
+383
5540
$6K ﹤0.01%
+2,741
5541
$6K ﹤0.01%
+20,722
5542
$6K ﹤0.01%
+2,500
5543
$6K ﹤0.01%
+1,033
5544
$6K ﹤0.01%
+850
5545
$6K ﹤0.01%
+1,009
5546
$6K ﹤0.01%
+4,405
5547
$6K ﹤0.01%
+1,077
5548
$6K ﹤0.01%
+1,720
5549
$6K ﹤0.01%
+497
5550
$6K ﹤0.01%
+77