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
1276
$4.5M 0.01%
+161,048
1277
$4.49M 0.01%
+77,268
1278
$4.48M 0.01%
+252,609
1279
$4.47M 0.01%
+247,741
1280
$4.46M 0.01%
+354,399
1281
$4.46M 0.01%
+23,646
1282
$4.45M 0.01%
+119,461
1283
$4.44M 0.01%
+268,031
1284
$4.42M 0.01%
+241,409
1285
$4.42M 0.01%
+252,842
1286
$4.42M 0.01%
+393,517
1287
$4.42M 0.01%
+252,344
1288
$4.41M 0.01%
+101,271
1289
$4.41M 0.01%
+133,741
1290
$4.41M 0.01%
+102,847
1291
$4.4M 0.01%
+129,649
1292
$4.4M 0.01%
+292,956
1293
$4.39M 0.01%
+203,131
1294
$4.39M 0.01%
+179,933
1295
$4.39M 0.01%
+35,105
1296
$4.39M 0.01%
+206,205
1297
$4.38M 0.01%
+408,400
1298
$4.38M 0.01%
+56,271
1299
$4.38M 0.01%
+312,406
1300
$4.37M 0.01%
+255,237
50 51
52
53 54