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
5976
$2K ﹤0.01%
+400
5977
$2K ﹤0.01%
+1,365
5978
$2K ﹤0.01%
+793
5979
$2K ﹤0.01%
+1,770
5980
$2K ﹤0.01%
+3,996
5981
$1K ﹤0.01%
+1
5982
$1K ﹤0.01%
+42
5983
$1K ﹤0.01%
+611
5984
$1K ﹤0.01%
+1,630
5985
$1K ﹤0.01%
+148
5986
$1K ﹤0.01%
+25
5987
$1K ﹤0.01%
+7
5988
$1K ﹤0.01%
+11
5989
$1K ﹤0.01%
+41
5990
0
5991
$1K ﹤0.01%
+23
5992
$1K ﹤0.01%
+75
5993
$1K ﹤0.01%
+19
5994
$1K ﹤0.01%
+250
5995
$1K ﹤0.01%
+20
5996
$1K ﹤0.01%
+100
5997
$1K ﹤0.01%
+161
5998
$1K ﹤0.01%
+51
5999
$1K ﹤0.01%
+5,337
6000
$1K ﹤0.01%
+45,916