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%
+200
6203
$0 ﹤0.01%
+5
6204
0
6205
0
6206
$0 ﹤0.01%
+200
6207
$0 ﹤0.01%
+26
6208
$0 ﹤0.01%
+60
6209
0
6210
0
6211
$0 ﹤0.01%
+3,020
6212
0
6213
$0 ﹤0.01%
+72
6214
$0 ﹤0.01%
+339
6215
$0 ﹤0.01%
+16
6216
0
6217
$0 ﹤0.01%
+11
6218
$0 ﹤0.01%
+46
6219
$0 ﹤0.01%
+16
6220
0
6221
0
6222
$0 ﹤0.01%
+13
6223
$0 ﹤0.01%
+200
6224
$0 ﹤0.01%
+25
6225
$0 ﹤0.01%
+100