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
576
$17M 0.03%
+207,815
577
$17M 0.03%
+494,462
578
$16.9M 0.03%
+878,167
579
$16.9M 0.03%
+341,553
580
$16.8M 0.03%
+473,270
581
$16.8M 0.03%
+130,977
582
$16.8M 0.03%
+527,022
583
$16.6M 0.03%
+790,424
584
$16.6M 0.03%
+292,661
585
$16.6M 0.03%
+320,183
586
$16.5M 0.03%
+327,879
587
$16.5M 0.03%
+565,101
588
$16.5M 0.03%
+199,439
589
$16.5M 0.03%
+265,260
590
$16.4M 0.03%
+384,627
591
$16.2M 0.02%
+885,266
592
$16.2M 0.02%
+158,770
593
$16.2M 0.02%
+2,154,630
594
$16.2M 0.02%
+876,112
595
$16.1M 0.02%
+220,283
596
$16M 0.02%
+603,321
597
$16M 0.02%
+313,193
598
$16M 0.02%
+588,806
599
$16M 0.02%
+263,628
600
$16M 0.02%
+790,988