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
1476
$3.31M 0.01%
+191,277
1477
$3.29M 0.01%
+12,697
1478
$3.29M 0.01%
+110,572
1479
$3.28M 0.01%
+43,691
1480
$3.28M 0.01%
+175,323
1481
$3.28M 0.01%
+57,276
1482
$3.27M 0.01%
+58,728
1483
$3.27M 0.01%
+106,697
1484
$3.26M 0.01%
+98,112
1485
$3.26M 0.01%
+49,263
1486
$3.26M 0.01%
+67,807
1487
$3.26M 0.01%
+96,296
1488
$3.25M 0.01%
+50,393
1489
$3.24M 0.01%
+229,419
1490
$3.24M 0.01%
+251,053
1491
$3.24M 0.01%
+77,798
1492
$3.24M 0.01%
+120,214
1493
$3.23M 0.01%
+251,396
1494
$3.23M 0.01%
+116,398
1495
$3.23M 0.01%
+7,621
1496
$3.22M ﹤0.01%
+233,394
1497
$3.21M ﹤0.01%
+833,656
1498
$3.21M ﹤0.01%
+151,620
1499
$3.21M ﹤0.01%
+91,163
1500
$3.21M ﹤0.01%
+67,017