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
1451
$3.43M 0.01%
+123,986
1452
$3.43M 0.01%
+132,632
1453
$3.43M 0.01%
+304,649
1454
$3.42M 0.01%
+166,074
1455
$3.42M 0.01%
+99,726
1456
$3.42M 0.01%
+172,891
1457
$3.41M 0.01%
+104,564
1458
$3.38M 0.01%
+108,494
1459
$3.38M 0.01%
+38,584
1460
$3.38M 0.01%
+70,309
1461
$3.38M 0.01%
+353,386
1462
$3.38M 0.01%
+160,330
1463
$3.37M 0.01%
+183,180
1464
$3.37M 0.01%
+104,948
1465
$3.37M 0.01%
+349,902
1466
$3.36M 0.01%
+230,340
1467
$3.36M 0.01%
+53,755
1468
$3.35M 0.01%
+14,743
1469
$3.34M 0.01%
+28,818
1470
$3.34M 0.01%
+756,000
1471
$3.32M 0.01%
+167,457
1472
$3.32M 0.01%
+52,357
1473
$3.31M 0.01%
+81,411
1474
$3.31M 0.01%
+46,814
1475
$3.31M 0.01%
+119,048
57 58
59
60 61