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
5676
$4K ﹤0.01%
+36
5677
$4K ﹤0.01%
+542
5678
$4K ﹤0.01%
+195
5679
$4K ﹤0.01%
+526
5680
$4K ﹤0.01%
+2,703
5681
$4K ﹤0.01%
+244
5682
$4K ﹤0.01%
+1,250
5683
$4K ﹤0.01%
+297
5684
$4K ﹤0.01%
+291
5685
$4K ﹤0.01%
+200
5686
$4K ﹤0.01%
+1,940
5687
$4K ﹤0.01%
+226
5688
$4K ﹤0.01%
+200
5689
$4K ﹤0.01%
+286
5690
$4K ﹤0.01%
+126
5691
$4K ﹤0.01%
+346
5692
$4K ﹤0.01%
+300
5693
$4K ﹤0.01%
+830
5694
$4K ﹤0.01%
+2,688
5695
$4K ﹤0.01%
+557
5696
$4K ﹤0.01%
+544
5697
$4K ﹤0.01%
+500
5698
$4K ﹤0.01%
+1,585
5699
$4K ﹤0.01%
+180
5700
$4K ﹤0.01%
+498