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
6026
$1K ﹤0.01%
+26
6027
$1K ﹤0.01%
+88
6028
$1K ﹤0.01%
+1,342
6029
$1K ﹤0.01%
+50
6030
$1K ﹤0.01%
+100
6031
$1K ﹤0.01%
+347
6032
$1K ﹤0.01%
+112
6033
$1K ﹤0.01%
+2
6034
$1K ﹤0.01%
+200
6035
$1K ﹤0.01%
+172
6036
$1K ﹤0.01%
+627
6037
$1K ﹤0.01%
+543
6038
$1K ﹤0.01%
+384
6039
$1K ﹤0.01%
+40
6040
$1K ﹤0.01%
+160
6041
0
6042
$1K ﹤0.01%
+119
6043
$1K ﹤0.01%
+856
6044
$1K ﹤0.01%
+50
6045
$1K ﹤0.01%
+2,440
6046
$1K ﹤0.01%
+53
6047
$1K ﹤0.01%
+3,257
6048
$1K ﹤0.01%
+84
6049
$1K ﹤0.01%
+195
6050
$1K ﹤0.01%
+400