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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
$84.2B
AUM Growth
+$11.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,996
New
Increased
Reduced
Closed

Top Sells

1 +$615M
2 +$468M
3 +$212M
4
AGU
Agrium
AGU
+$193M
5
AZN icon
AstraZeneca
AZN
+$143M

Sector Composition

1 Energy 10.73%
2 Healthcare 8.19%
3 Technology 8.14%
4 Financials 7.77%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6601
0
6602
-2,418
6603
0
6604
-1,045
6605
0
6606
-592
6607
-900
6608
-701
6609
-15
6610
-3,636
6611
-1,332
6612
-1,180
6613
$0 ﹤0.01%
87
-993
6614
$0 ﹤0.01%
9
-45
6615
-204
6616
-274
6617
$0 ﹤0.01%
30
6618
-1,548
6619
-836
6620
-1,874
6621
-127
6622
-178
6623
$0 ﹤0.01%
200
6624
-490
6625
-1,040