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
6201
0
6202
$0 ﹤0.01%
+13
6203
$0 ﹤0.01%
+200
6204
$0 ﹤0.01%
+2,167
6205
$0 ﹤0.01%
+8
6206
$0 ﹤0.01%
+100
6207
0
6208
0
6209
$0 ﹤0.01%
+86
6210
0
6211
$0 ﹤0.01%
+25
6212
$0 ﹤0.01%
+4
6213
$0 ﹤0.01%
+100
6214
$0 ﹤0.01%
+5
6215
$0 ﹤0.01%
+1
6216
$0 ﹤0.01%
+100
6217
$0 ﹤0.01%
+80
6218
$0 ﹤0.01%
+25
6219
$0 ﹤0.01%
+82
6220
$0 ﹤0.01%
+2,006
6221
$0 ﹤0.01%
+50
6222
$0 ﹤0.01%
+100
6223
$0 ﹤0.01%
+27
6224
$0 ﹤0.01%
+292
6225
$0 ﹤0.01%
+50