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
1576
$2.89M ﹤0.01%
+94,021
1577
$2.89M ﹤0.01%
+177,050
1578
$2.88M ﹤0.01%
+62,974
1579
$2.88M ﹤0.01%
+66,305
1580
$2.88M ﹤0.01%
+130,844
1581
$2.88M ﹤0.01%
+168,595
1582
$2.88M ﹤0.01%
+40,156
1583
$2.87M ﹤0.01%
+316,581
1584
$2.87M ﹤0.01%
+238,612
1585
$2.87M ﹤0.01%
+87,708
1586
$2.86M ﹤0.01%
+84,817
1587
$2.86M ﹤0.01%
+135,102
1588
$2.86M ﹤0.01%
+21,811
1589
$2.86M ﹤0.01%
+42,373
1590
$2.85M ﹤0.01%
+135,591
1591
$2.85M ﹤0.01%
+35,831
1592
$2.85M ﹤0.01%
+220,193
1593
$2.85M ﹤0.01%
+103,351
1594
$2.85M ﹤0.01%
+99,140
1595
$2.84M ﹤0.01%
+146,134
1596
$2.84M ﹤0.01%
+206,051
1597
$2.83M ﹤0.01%
+127,278
1598
$2.83M ﹤0.01%
+191,517
1599
$2.83M ﹤0.01%
+219,651
1600
$2.83M ﹤0.01%
+181,650
62 63
64
65 66