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
826
$9.58M 0.01%
+861,710
827
$9.57M 0.01%
+892,393
828
$9.55M 0.01%
+160,042
829
$9.53M 0.01%
+112,537
830
$9.52M 0.01%
+1,355,854
831
$9.49M 0.01%
+358,660
832
$9.49M 0.01%
+155,534
833
$9.46M 0.01%
+182,919
834
$9.39M 0.01%
+520,933
835
$9.37M 0.01%
+241,072
836
$9.33M 0.01%
+265,176
837
$9.33M 0.01%
+34,341
838
$9.3M 0.01%
+199,502
839
$9.28M 0.01%
+184,627
840
$9.28M 0.01%
+527,411
841
$9.23M 0.01%
+260,788
842
$9.23M 0.01%
+249,506
843
$9.23M 0.01%
+659,831
844
$9.22M 0.01%
+958,967
845
$9.19M 0.01%
+621,665
846
$9.19M 0.01%
+334,477
847
$9.19M 0.01%
+789,726
848
$9.15M 0.01%
+182,301
849
$9.13M 0.01%
+519,367
850
$9.12M 0.01%
+131,934
32 33
34
35 36