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
1176
$5.31M 0.01%
+135,619
1177
$5.3M 0.01%
+236,487
1178
$5.3M 0.01%
+119,309
1179
$5.29M 0.01%
+83,834
1180
$5.29M 0.01%
+51,228
1181
$5.28M 0.01%
+179,442
1182
$5.25M 0.01%
+179,369
1183
$5.23M 0.01%
+535,155
1184
$5.23M 0.01%
+232,482
1185
$5.21M 0.01%
+372,864
1186
$5.2M 0.01%
+38,058
1187
$5.19M 0.01%
+331,168
1188
$5.18M 0.01%
+1,275,609
1189
$5.17M 0.01%
+307,511
1190
$5.15M 0.01%
+393,510
1191
$5.14M 0.01%
+185,649
1192
$5.14M 0.01%
+61,393
1193
$5.13M 0.01%
+959,404
1194
$5.13M 0.01%
+327,680
1195
$5.12M 0.01%
+219,976
1196
$5.11M 0.01%
+54,153
1197
$5.09M 0.01%
+131,284
1198
$5.08M 0.01%
+387,535
1199
$5.06M 0.01%
+60,903
1200
$5.06M 0.01%
+146,933