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
5901
$2K ﹤0.01%
+427
5902
$2K ﹤0.01%
+100
5903
$2K ﹤0.01%
+54
5904
$2K ﹤0.01%
+86
5905
$2K ﹤0.01%
+65
5906
$2K ﹤0.01%
+283
5907
$2K ﹤0.01%
+776
5908
$2K ﹤0.01%
+52
5909
$2K ﹤0.01%
+1,434
5910
$2K ﹤0.01%
+1,019
5911
$2K ﹤0.01%
+350
5912
$2K ﹤0.01%
+543
5913
$2K ﹤0.01%
+67
5914
– –
0
5915
$2K ﹤0.01%
+7
5916
$2K ﹤0.01%
+201
5917
$2K ﹤0.01%
+2,938
5918
$2K ﹤0.01%
+100
5919
$2K ﹤0.01%
+137
5920
$2K ﹤0.01%
+502
5921
$2K ﹤0.01%
+89
5922
$2K ﹤0.01%
+651
5923
$2K ﹤0.01%
+2,239
5924
$2K ﹤0.01%
+421
5925
$2K ﹤0.01%
+8,585
235 236
237
238 239