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
5576
$5K ﹤0.01%
+200
5577
$5K ﹤0.01%
+849
5578
$5K ﹤0.01%
+1,001
5579
$5K ﹤0.01%
+139
5580
$5K ﹤0.01%
+1,351
5581
$5K ﹤0.01%
+197
5582
$5K ﹤0.01%
+669
5583
$5K ﹤0.01%
+21
5584
$5K ﹤0.01%
+15
5585
$5K ﹤0.01%
+4,390
5586
$5K ﹤0.01%
+47
5587
$5K ﹤0.01%
+649
5588
$5K ﹤0.01%
+419
5589
$5K ﹤0.01%
+2,621
5590
$5K ﹤0.01%
+93
5591
$5K ﹤0.01%
+347
5592
$5K ﹤0.01%
+29
5593
$5K ﹤0.01%
+11
5594
$5K ﹤0.01%
+265
5595
$5K ﹤0.01%
+295
5596
$5K ﹤0.01%
+94
5597
$5K ﹤0.01%
+70
5598
$5K ﹤0.01%
+629
5599
$5K ﹤0.01%
+550
5600
$5K ﹤0.01%
+646