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
5776
$7K ﹤0.01%
296
5777
$7K ﹤0.01%
339
+271
5778
$7K ﹤0.01%
1,200
-13,581
5779
$7K ﹤0.01%
2,261
+1,145
5780
$7K ﹤0.01%
2,767
+1,496
5781
$7K ﹤0.01%
+2,118
5782
$7K ﹤0.01%
1,697
-1,625
5783
$7K ﹤0.01%
578
+112
5784
$7K ﹤0.01%
+276
5785
$7K ﹤0.01%
2,113
+1,013
5786
$7K ﹤0.01%
720
-283
5787
$7K ﹤0.01%
403
+15
5788
$7K ﹤0.01%
2,648
-3,716
5789
$7K ﹤0.01%
879
-1,351
5790
$7K ﹤0.01%
4,241
+600
5791
$7K ﹤0.01%
+3,445
5792
$7K ﹤0.01%
225
-141
5793
$7K ﹤0.01%
626
+375
5794
$7K ﹤0.01%
+1
5795
$7K ﹤0.01%
300
-857
5796
$7K ﹤0.01%
+500
5797
$7K ﹤0.01%
+922
5798
$7K ﹤0.01%
382
-957
5799
$7K ﹤0.01%
334
-2,458
5800
$7K ﹤0.01%
4,844
+1,291