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
6076
$1K ﹤0.01%
+507
6077
$1K ﹤0.01%
+1,753
6078
$1K ﹤0.01%
+205
6079
$1K ﹤0.01%
+82
6080
$1K ﹤0.01%
+108
6081
$0 ﹤0.01%
+9
6082
0
6083
$0 ﹤0.01%
+5
6084
$0 ﹤0.01%
+2
6085
$0 ﹤0.01%
+2
6086
$0 ﹤0.01%
+335
6087
0
6088
$0 ﹤0.01%
+715
6089
0
6090
$0 ﹤0.01%
+1
6091
$0 ﹤0.01%
+74
6092
$0 ﹤0.01%
+13,650
6093
0
6094
0
6095
$0 ﹤0.01%
+175
6096
0
6097
0
6098
0
6099
$0 ﹤0.01%
+5
6100
0