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
1226
$4.92M 0.01%
+154,229
1227
$4.91M 0.01%
+204,799
1228
$4.9M 0.01%
+101,729
1229
$4.9M 0.01%
+99,416
1230
$4.89M 0.01%
+300,862
1231
$4.89M 0.01%
+107,540
1232
$4.88M 0.01%
+285,063
1233
$4.85M 0.01%
+89,727
1234
$4.84M 0.01%
+102,406
1235
$4.82M 0.01%
+184,595
1236
$4.81M 0.01%
+56,328
1237
$4.8M 0.01%
+98,993
1238
$4.77M 0.01%
+124,625
1239
$4.76M 0.01%
+966,462
1240
$4.76M 0.01%
+161,852
1241
$4.75M 0.01%
+138,437
1242
$4.73M 0.01%
+232,052
1243
$4.73M 0.01%
+112,535
1244
$4.72M 0.01%
+31,135
1245
$4.7M 0.01%
+5,831,085
1246
$4.69M 0.01%
+87,128
1247
$4.67M 0.01%
+155,444
1248
$4.66M 0.01%
+179,254
1249
$4.66M 0.01%
+128,136
1250
$4.66M 0.01%
+256,508
48 49
50
51 52