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
5551
$6K ﹤0.01%
+48
5552
$6K ﹤0.01%
+3,072
5553
$6K ﹤0.01%
+300
5554
$6K ﹤0.01%
+976
5555
$6K ﹤0.01%
+444
5556
$6K ﹤0.01%
+1,792
5557
$6K ﹤0.01%
+948
5558
$6K ﹤0.01%
+336
5559
$6K ﹤0.01%
+761
5560
$6K ﹤0.01%
+434
5561
$6K ﹤0.01%
+732
5562
$6K ﹤0.01%
+437
5563
$6K ﹤0.01%
+2,000
5564
$6K ﹤0.01%
+246
5565
$6K ﹤0.01%
+130
5566
$6K ﹤0.01%
+639
5567
$6K ﹤0.01%
+1,466
5568
$6K ﹤0.01%
+1
5569
$6K ﹤0.01%
+1,230
5570
$6K ﹤0.01%
+981
5571
$6K ﹤0.01%
+161
5572
$6K ﹤0.01%
+529
5573
$6K ﹤0.01%
+439
5574
$6K ﹤0.01%
+602
5575
$5K ﹤0.01%
+443