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%
+143
5877
$2K ﹤0.01%
+342
5878
$2K ﹤0.01%
+1,341
5879
$2K ﹤0.01%
+114
5880
$2K ﹤0.01%
+407
5881
$2K ﹤0.01%
+728
5882
$2K ﹤0.01%
+98
5883
$2K ﹤0.01%
+72
5884
$2K ﹤0.01%
+278
5885
– –
0
5886
$2K ﹤0.01%
+250
5887
$2K ﹤0.01%
+800
5888
$2K ﹤0.01%
+1,312
5889
$2K ﹤0.01%
+2
5890
$2K ﹤0.01%
+1,081
5891
$2K ﹤0.01%
+442
5892
$2K ﹤0.01%
+524
5893
$2K ﹤0.01%
+104
5894
$2K ﹤0.01%
+1,061
5895
$2K ﹤0.01%
+125
5896
$2K ﹤0.01%
+25
5897
$2K ﹤0.01%
+210
5898
$2K ﹤0.01%
+100
5899
$2K ﹤0.01%
+69
5900
$2K ﹤0.01%
+312
234 235
236
237 238