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
876
$8.73M 0.01%
+185,409
877
$8.69M 0.01%
+244,088
878
$8.69M 0.01%
+195,958
879
$8.67M 0.01%
+118,777
880
$8.65M 0.01%
+207,678
881
$8.65M 0.01%
+146,198
882
$8.59M 0.01%
+754,740
883
$8.58M 0.01%
+252,118
884
$8.55M 0.01%
+206,452
885
$8.55M 0.01%
+488,753
886
$8.54M 0.01%
+128,595
887
$8.54M 0.01%
+261,770
888
$8.53M 0.01%
+51,531
889
$8.5M 0.01%
+184,118
890
$8.5M 0.01%
+112,955
891
$8.46M 0.01%
+74,077
892
$8.44M 0.01%
+500,012
893
$8.43M 0.01%
+352,103
894
$8.42M 0.01%
+25,102
895
$8.4M 0.01%
+167,876
896
$8.39M 0.01%
+198,638
897
$8.38M 0.01%
+165,951
898
$8.38M 0.01%
+247,988
899
$8.34M 0.01%
+48,013
900
$8.32M 0.01%
+291,697