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
5726
$4K ﹤0.01%
+6,883
5727
$4K ﹤0.01%
+1,824
5728
$4K ﹤0.01%
+1,003
5729
$4K ﹤0.01%
+129
5730
$4K ﹤0.01%
+580
5731
$4K ﹤0.01%
+3,909
5732
$4K ﹤0.01%
+115
5733
$4K ﹤0.01%
+2,906
5734
$4K ﹤0.01%
+283
5735
$4K ﹤0.01%
+1,707
5736
$4K ﹤0.01%
+13,783
5737
$4K ﹤0.01%
+1,065
5738
$4K ﹤0.01%
+83
5739
$4K ﹤0.01%
+4,043
5740
$4K ﹤0.01%
+1,250
5741
$4K ﹤0.01%
+208
5742
$4K ﹤0.01%
+195,425
5743
$4K ﹤0.01%
+507
5744
$3K ﹤0.01%
+903
5745
$3K ﹤0.01%
+391
5746
$3K ﹤0.01%
+466
5747
0
5748
$3K ﹤0.01%
+58
5749
$3K ﹤0.01%
+209
5750
$3K ﹤0.01%
+1,000