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
1651
$2.66M ﹤0.01%
+39,619
1652
$2.65M ﹤0.01%
+63,131
1653
$2.63M ﹤0.01%
+97,256
1654
$2.62M ﹤0.01%
+356,853
1655
$2.62M ﹤0.01%
+225,240
1656
$2.62M ﹤0.01%
+157,124
1657
$2.62M ﹤0.01%
+74,417
1658
$2.61M ﹤0.01%
+124,500
1659
$2.61M ﹤0.01%
+154,612
1660
$2.61M ﹤0.01%
+104,733
1661
$2.61M ﹤0.01%
+45,758
1662
$2.6M ﹤0.01%
+141,336
1663
$2.59M ﹤0.01%
+241,488
1664
$2.59M ﹤0.01%
+33,960
1665
$2.59M ﹤0.01%
+44,141
1666
$2.59M ﹤0.01%
+23,573
1667
$2.58M ﹤0.01%
+6,011
1668
$2.58M ﹤0.01%
+92,792
1669
$2.58M ﹤0.01%
+421,219
1670
$2.58M ﹤0.01%
+122,467
1671
$2.58M ﹤0.01%
+49,723
1672
$2.58M ﹤0.01%
+64,171
1673
$2.57M ﹤0.01%
+441,168
1674
$2.57M ﹤0.01%
+77,525
1675
$2.57M ﹤0.01%
+155,633
65 66
67
68 69