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
6001
$1K ﹤0.01%
+97
6002
$1K ﹤0.01%
+95
6003
$1K ﹤0.01%
+2
6004
$1K ﹤0.01%
+200
6005
$1K ﹤0.01%
+360
6006
$1K ﹤0.01%
+544
6007
$1K ﹤0.01%
+138
6008
$1K ﹤0.01%
+32
6009
$1K ﹤0.01%
+11
6010
$1K ﹤0.01%
+41
6011
0
6012
$1K ﹤0.01%
+23
6013
$1K ﹤0.01%
+75
6014
$1K ﹤0.01%
+19
6015
$1K ﹤0.01%
+250
6016
$1K ﹤0.01%
+20
6017
$1K ﹤0.01%
+100
6018
$1K ﹤0.01%
+161
6019
$1K ﹤0.01%
+103
6020
$1K ﹤0.01%
+133
6021
$1K ﹤0.01%
+206
6022
$1K ﹤0.01%
+50
6023
$1K ﹤0.01%
+156
6024
$1K ﹤0.01%
+1,002
6025
$1K ﹤0.01%
+344