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
5876
$2K ﹤0.01%
+1,564
5877
$2K ﹤0.01%
+59
5878
$2K ﹤0.01%
+9
5879
$2K ﹤0.01%
+1,006
5880
$2K ﹤0.01%
+2
5881
$2K ﹤0.01%
+550
5882
$2K ﹤0.01%
+5,437
5883
$2K ﹤0.01%
+43
5884
$2K ﹤0.01%
+94
5885
$2K ﹤0.01%
+422
5886
$2K ﹤0.01%
+732
5887
$2K ﹤0.01%
+50
5888
$2K ﹤0.01%
+2,721
5889
$2K ﹤0.01%
+526
5890
– –
0
5891
$2K ﹤0.01%
+132
5892
– –
0
5893
$2K ﹤0.01%
+1
5894
$2K ﹤0.01%
+982
5895
$2K ﹤0.01%
+71
5896
$2K ﹤0.01%
+114
5897
$2K ﹤0.01%
+98
5898
$2K ﹤0.01%
+733
5899
$2K ﹤0.01%
+370
5900
$2K ﹤0.01%
+15
234 235
236
237 238