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
5801
$3K ﹤0.01%
+409
5802
$3K ﹤0.01%
+421
5803
$3K ﹤0.01%
+246
5804
$3K ﹤0.01%
+834
5805
$3K ﹤0.01%
+1,094
5806
$3K ﹤0.01%
+400
5807
$3K ﹤0.01%
+500
5808
$3K ﹤0.01%
+500
5809
$3K ﹤0.01%
+386
5810
$3K ﹤0.01%
+970
5811
$3K ﹤0.01%
+191
5812
$3K ﹤0.01%
+544
5813
$3K ﹤0.01%
+100
5814
$3K ﹤0.01%
+1,848
5815
$3K ﹤0.01%
+3,930
5816
$3K ﹤0.01%
+982
5817
$3K ﹤0.01%
+1,500
5818
$3K ﹤0.01%
+150
5819
$3K ﹤0.01%
+124
5820
$3K ﹤0.01%
+410
5821
$3K ﹤0.01%
+2,311
5822
$3K ﹤0.01%
+2,000
5823
$3K ﹤0.01%
+3,648
5824
$3K ﹤0.01%
+300
5825
$3K ﹤0.01%
+380