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
5751
$3K ﹤0.01%
+350
5752
0
5753
$3K ﹤0.01%
+2,935
5754
$3K ﹤0.01%
+1
5755
$3K ﹤0.01%
+185
5756
$3K ﹤0.01%
+1,406
5757
$3K ﹤0.01%
+1
5758
$3K ﹤0.01%
+700
5759
$3K ﹤0.01%
+723
5760
$3K ﹤0.01%
+1,000
5761
$3K ﹤0.01%
+295
5762
$3K ﹤0.01%
+722
5763
$3K ﹤0.01%
+130
5764
$3K ﹤0.01%
+175
5765
$3K ﹤0.01%
+651
5766
$3K ﹤0.01%
+713
5767
$3K ﹤0.01%
+22
5768
$3K ﹤0.01%
+300
5769
$3K ﹤0.01%
+1,160
5770
$3K ﹤0.01%
+552
5771
$3K ﹤0.01%
+442
5772
$3K ﹤0.01%
+409
5773
$3K ﹤0.01%
+421
5774
$3K ﹤0.01%
+246
5775
$3K ﹤0.01%
+834