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
6051
$1K ﹤0.01%
+543
6052
$1K ﹤0.01%
+384
6053
$1K ﹤0.01%
+40
6054
$1K ﹤0.01%
+160
6055
0
6056
$1K ﹤0.01%
+119
6057
$1K ﹤0.01%
+856
6058
$1K ﹤0.01%
+50
6059
$1K ﹤0.01%
+2,440
6060
$1K ﹤0.01%
+53
6061
$1K ﹤0.01%
+3,257
6062
$1K ﹤0.01%
+84
6063
$1K ﹤0.01%
+195
6064
$1K ﹤0.01%
+400
6065
$1K ﹤0.01%
+82
6066
$1K ﹤0.01%
+306
6067
$1K ﹤0.01%
+387
6068
$1K ﹤0.01%
+21
6069
$1K ﹤0.01%
+610
6070
$1K ﹤0.01%
+333
6071
$1K ﹤0.01%
+49,699
6072
$1K ﹤0.01%
+314
6073
$1K ﹤0.01%
+53
6074
$1K ﹤0.01%
+557
6075
$1K ﹤0.01%
+1,151