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
5626
$5K ﹤0.01%
+1,066
5627
$5K ﹤0.01%
+4,050
5628
$5K ﹤0.01%
+118
5629
$5K ﹤0.01%
+2,000
5630
$5K ﹤0.01%
+1,437
5631
$5K ﹤0.01%
+237
5632
$5K ﹤0.01%
+531
5633
$5K ﹤0.01%
+2,299
5634
$5K ﹤0.01%
+243
5635
$5K ﹤0.01%
+618
5636
$5K ﹤0.01%
+3,390
5637
$5K ﹤0.01%
+704
5638
$5K ﹤0.01%
+2,354
5639
$5K ﹤0.01%
+8,318
5640
$5K ﹤0.01%
+6,675
5641
$5K ﹤0.01%
+286
5642
$5K ﹤0.01%
+224
5643
$5K ﹤0.01%
+342
5644
$5K ﹤0.01%
+1,810
5645
$5K ﹤0.01%
+283
5646
$5K ﹤0.01%
+31,000
5647
$5K ﹤0.01%
+1,071
5648
$5K ﹤0.01%
+1,049
5649
$4K ﹤0.01%
+350
5650
$4K ﹤0.01%
+1,001