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
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Sells

1 +$615M
2 +$468M
3 +$212M
4
AGU
Agrium
AGU
+$193M
5
AZN icon
AstraZeneca
AZN
+$143M

Sector Composition

1 Energy 10.73%
2 Healthcare 8.19%
3 Technology 8.14%
4 Financials 7.77%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5726
$8K ﹤0.01%
+975
5727
$8K ﹤0.01%
432
-966
5728
$8K ﹤0.01%
500
-541
5729
$8K ﹤0.01%
+1,173
5730
$8K ﹤0.01%
+347
5731
$8K ﹤0.01%
+28
5732
$8K ﹤0.01%
+500
5733
$8K ﹤0.01%
756
-2,043
5734
$8K ﹤0.01%
1,029
-312
5735
$8K ﹤0.01%
368
+166
5736
$8K ﹤0.01%
653
+453
5737
$8K ﹤0.01%
+383
5738
$8K ﹤0.01%
1,576
+1,363
5739
$8K ﹤0.01%
9,304
+8,135
5740
$8K ﹤0.01%
5,014
-1,717
5741
$8K ﹤0.01%
2,700
+523
5742
$8K ﹤0.01%
391
+264
5743
$8K ﹤0.01%
1,351
+81
5744
$8K ﹤0.01%
858
+850
5745
$8K ﹤0.01%
+171
5746
$8K ﹤0.01%
1,209
+923
5747
$8K ﹤0.01%
1,695
-503
5748
$8K ﹤0.01%
72
-248
5749
$8K ﹤0.01%
1,402
+197
5750
$8K ﹤0.01%
434
-718