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
5826
$6K ﹤0.01%
1,638
-2,273
5827
$6K ﹤0.01%
37
-62
5828
$6K ﹤0.01%
+468
5829
$6K ﹤0.01%
400
5830
$6K ﹤0.01%
331
+54
5831
$6K ﹤0.01%
+2,668
5832
$6K ﹤0.01%
+6
5833
$6K ﹤0.01%
10
5834
$6K ﹤0.01%
+950
5835
0
5836
$6K ﹤0.01%
899
-1,618
5837
$6K ﹤0.01%
4,073
+1,155
5838
$6K ﹤0.01%
426
5839
$6K ﹤0.01%
2
-2
5840
$6K ﹤0.01%
355
-53,134
5841
$6K ﹤0.01%
396
5842
$6K ﹤0.01%
3,400
+2,842
5843
$6K ﹤0.01%
500
-14,675
5844
$6K ﹤0.01%
656
-890
5845
$6K ﹤0.01%
1,911
+377
5846
$6K ﹤0.01%
92
+40
5847
$6K ﹤0.01%
+26
5848
$6K ﹤0.01%
479
-5,410
5849
$6K ﹤0.01%
+1,602
5850
$6K ﹤0.01%
102
-35