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
5776
$3K ﹤0.01%
+172
5777
$3K ﹤0.01%
+350
5778
0
5779
$3K ﹤0.01%
+2,241
5780
$3K ﹤0.01%
+23
5781
0
5782
$3K ﹤0.01%
+2,935
5783
$3K ﹤0.01%
+1
5784
$3K ﹤0.01%
+185
5785
$3K ﹤0.01%
+1,406
5786
$3K ﹤0.01%
+1
5787
$3K ﹤0.01%
+700
5788
$3K ﹤0.01%
+723
5789
$3K ﹤0.01%
+1,000
5790
$3K ﹤0.01%
+295
5791
$3K ﹤0.01%
+722
5792
$3K ﹤0.01%
+130
5793
$3K ﹤0.01%
+175
5794
$3K ﹤0.01%
+651
5795
$3K ﹤0.01%
+713
5796
$3K ﹤0.01%
+22
5797
$3K ﹤0.01%
+300
5798
$3K ﹤0.01%
+1,160
5799
$3K ﹤0.01%
+552
5800
$3K ﹤0.01%
+442