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
1126
$5.75M 0.01%
+196,591
1127
$5.74M 0.01%
+720,461
1128
$5.73M 0.01%
+240,255
1129
$5.72M 0.01%
+183,720
1130
$5.72M 0.01%
+174,127
1131
$5.72M 0.01%
+310,104
1132
$5.7M 0.01%
+162,160
1133
$5.68M 0.01%
+721,480
1134
$5.68M 0.01%
+154,284
1135
$5.65M 0.01%
+202,084
1136
$5.64M 0.01%
+132,986
1137
$5.64M 0.01%
+63,125
1138
$5.63M 0.01%
+62,393
1139
$5.63M 0.01%
+69,954
1140
$5.63M 0.01%
+1,607,235
1141
$5.62M 0.01%
+534,716
1142
$5.62M 0.01%
+737,826
1143
$5.59M 0.01%
+148,748
1144
$5.59M 0.01%
+10,910
1145
$5.58M 0.01%
+433,391
1146
$5.57M 0.01%
+342,454
1147
$5.57M 0.01%
+232,077
1148
$5.57M 0.01%
+129,948
1149
$5.54M 0.01%
+70,021
1150
$5.53M 0.01%
+445,608