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
5851
$6K ﹤0.01%
1,355
+481
5852
$6K ﹤0.01%
+600
5853
$6K ﹤0.01%
1,950
+1,750
5854
$6K ﹤0.01%
398
-1,098
5855
$6K ﹤0.01%
2,271
+1,154
5856
$6K ﹤0.01%
+1,296
5857
$6K ﹤0.01%
+316
5858
$6K ﹤0.01%
+1,690
5859
$6K ﹤0.01%
3,484
-2,416
5860
$6K ﹤0.01%
2,035
+1,035
5861
$6K ﹤0.01%
+1,606
5862
$6K ﹤0.01%
+450
5863
$6K ﹤0.01%
200
-1,386
5864
$6K ﹤0.01%
300
5865
$6K ﹤0.01%
110
-66
5866
$6K ﹤0.01%
555
-477
5867
$6K ﹤0.01%
+240
5868
$6K ﹤0.01%
100
5869
$6K ﹤0.01%
+1,092
5870
$6K ﹤0.01%
427
-3,881
5871
$6K ﹤0.01%
4,950
-2,130
5872
$6K ﹤0.01%
+1,926
5873
$6K ﹤0.01%
+200
5874
$6K ﹤0.01%
431
+144
5875
$6K ﹤0.01%
8,753
+657