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
1351
$4.05M 0.01%
+88,917
1352
$4.05M 0.01%
+111,084
1353
$4.05M 0.01%
+501,395
1354
$4.05M 0.01%
+860,725
1355
$4.05M 0.01%
+280,281
1356
$4.04M 0.01%
+140,576
1357
$4.04M 0.01%
+271,507
1358
$4.02M 0.01%
+136,970
1359
$4.01M 0.01%
+145,278
1360
$4.01M 0.01%
+135,377
1361
$4.01M 0.01%
+512,537
1362
$4.01M 0.01%
+127,874
1363
$4M 0.01%
+51,644
1364
$3.99M 0.01%
+38,497
1365
$3.99M 0.01%
+195,769
1366
$3.98M 0.01%
+104,967
1367
$3.98M 0.01%
+327,380
1368
$3.97M 0.01%
+79,580
1369
$3.97M 0.01%
+308,598
1370
$3.96M 0.01%
+470,928
1371
$3.96M 0.01%
+35,156
1372
$3.95M 0.01%
+67,149
1373
$3.94M 0.01%
+50,769
1374
$3.93M 0.01%
+7,465
1375
$3.92M 0.01%
+230,039
53 54
55
56 57