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
5601
$5K ﹤0.01%
+620
5602
$5K ﹤0.01%
+900
5603
$5K ﹤0.01%
+113
5604
$5K ﹤0.01%
+666
5605
$5K ﹤0.01%
+508
5606
$5K ﹤0.01%
+212
5607
$5K ﹤0.01%
+200
5608
$5K ﹤0.01%
+567
5609
$5K ﹤0.01%
+67
5610
$5K ﹤0.01%
+243
5611
$5K ﹤0.01%
+432
5612
$5K ﹤0.01%
+529
5613
$5K ﹤0.01%
+1,009
5614
$5K ﹤0.01%
+500
5615
$5K ﹤0.01%
+275
5616
$5K ﹤0.01%
+840
5617
$5K ﹤0.01%
+146
5618
$5K ﹤0.01%
+30
5619
$5K ﹤0.01%
+374
5620
$5K ﹤0.01%
+194
5621
$5K ﹤0.01%
+247
5622
$5K ﹤0.01%
+1,414
5623
$5K ﹤0.01%
+3,916
5624
$5K ﹤0.01%
+2,080
5625
$5K ﹤0.01%
+402