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
926
$7.94M 0.01%
+170,179
927
$7.93M 0.01%
+212,761
928
$7.93M 0.01%
+306,510
929
$7.92M 0.01%
+335,125
930
$7.9M 0.01%
+302,312
931
$7.89M 0.01%
+135,066
932
$7.87M 0.01%
+437,157
933
$7.86M 0.01%
+127,273
934
$7.84M 0.01%
+200,732
935
$7.84M 0.01%
+28,685
936
$7.83M 0.01%
+91,738
937
$7.8M 0.01%
+311,940
938
$7.8M 0.01%
+191,864
939
$7.8M 0.01%
+94,898
940
$7.78M 0.01%
+244,573
941
$7.75M 0.01%
+71,262
942
$7.74M 0.01%
+2,235,718
943
$7.74M 0.01%
+471,059
944
$7.72M 0.01%
+375,170
945
$7.69M 0.01%
+104,492
946
$7.69M 0.01%
+383,840
947
$7.67M 0.01%
+123,029
948
$7.65M 0.01%
+2,188,125
949
$7.65M 0.01%
+357,937
950
$7.6M 0.01%
+105,689
36 37
38
39 40