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
1426
$3.57M 0.01%
+66,746
1427
$3.57M 0.01%
+90,784
1428
$3.57M 0.01%
+78,488
1429
$3.56M 0.01%
+169,150
1430
$3.55M 0.01%
+44,148
1431
$3.55M 0.01%
+144,873
1432
$3.55M 0.01%
+67,452
1433
$3.54M 0.01%
+1,885,901
1434
$3.54M 0.01%
+57,888
1435
$3.53M 0.01%
+205,090
1436
$3.53M 0.01%
+69,539
1437
$3.53M 0.01%
+195,954
1438
$3.52M 0.01%
+116,606
1439
$3.52M 0.01%
+187,485
1440
$3.52M 0.01%
+158,790
1441
$3.52M 0.01%
+140,577
1442
$3.51M 0.01%
+668,707
1443
$3.51M 0.01%
+264,771
1444
$3.5M 0.01%
+348,344
1445
$3.5M 0.01%
+40,813
1446
$3.49M 0.01%
+138,459
1447
$3.49M 0.01%
+86,976
1448
$3.48M 0.01%
+34,492
1449
$3.46M 0.01%
+168,328
1450
$3.45M 0.01%
+170,502
56 57
58
59 60