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
5826
$3K ﹤0.01%
+2,849
5827
$3K ﹤0.01%
+70
5828
$3K ﹤0.01%
+3,293
5829
$3K ﹤0.01%
+147
5830
$3K ﹤0.01%
+361
5831
$3K ﹤0.01%
+167
5832
$3K ﹤0.01%
+82
5833
$3K ﹤0.01%
+78
5834
$3K ﹤0.01%
+127
5835
$3K ﹤0.01%
+2,241
5836
$3K ﹤0.01%
+227
5837
$2K ﹤0.01%
+45
5838
$2K ﹤0.01%
+40
5839
$2K ﹤0.01%
+80
5840
$2K ﹤0.01%
+9
5841
$2K ﹤0.01%
+1,006
5842
$2K ﹤0.01%
+2
5843
$2K ﹤0.01%
+550
5844
$2K ﹤0.01%
+5,437
5845
$2K ﹤0.01%
+43
5846
$2K ﹤0.01%
+94
5847
$2K ﹤0.01%
+422
5848
$2K ﹤0.01%
+732
5849
$2K ﹤0.01%
+50
5850
$2K ﹤0.01%
+2,721
232 233
234
235 236