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
801
$10M 0.02%
+95,068
802
$10M 0.02%
+159,589
803
$9.99M 0.02%
+430,832
804
$9.98M 0.02%
+260,915
805
$9.94M 0.02%
+207,702
806
$9.9M 0.02%
+427,045
807
$9.88M 0.02%
+133,324
808
$9.87M 0.02%
+263,079
809
$9.86M 0.02%
+125,693
810
$9.86M 0.02%
+161,499
811
$9.86M 0.02%
+193,145
812
$9.85M 0.02%
+215,420
813
$9.83M 0.02%
+72,844
814
$9.8M 0.02%
+466,454
815
$9.74M 0.01%
+812,690
816
$9.73M 0.01%
+241,280
817
$9.73M 0.01%
+414,968
818
$9.71M 0.01%
+184,300
819
$9.68M 0.01%
+160,322
820
$9.67M 0.01%
+4,148,395
821
$9.66M 0.01%
+441,892
822
$9.61M 0.01%
+515,711
823
$9.6M 0.01%
+269,224
824
$9.59M 0.01%
+273,689
825
$9.59M 0.01%
+233,121