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
1851
$2.01M ﹤0.01%
+40,523
1852
$2M ﹤0.01%
+21,166
1853
$2M ﹤0.01%
+31,274
1854
$2M ﹤0.01%
+83,068
1855
$2M ﹤0.01%
+64,112
1856
$1.99M ﹤0.01%
+280,354
1857
$1.99M ﹤0.01%
+97,191
1858
$1.99M ﹤0.01%
+160,828
1859
$1.98M ﹤0.01%
+63,714
1860
$1.97M ﹤0.01%
+33,615
1861
$1.97M ﹤0.01%
+109,836
1862
$1.96M ﹤0.01%
+298,240
1863
$1.96M ﹤0.01%
+150,886
1864
$1.95M ﹤0.01%
+149,229
1865
$1.95M ﹤0.01%
+28,479
1866
$1.95M ﹤0.01%
+76,437
1867
$1.95M ﹤0.01%
+87,176
1868
$1.95M ﹤0.01%
+1,629
1869
$1.94M ﹤0.01%
+127,054
1870
$1.94M ﹤0.01%
+141,173
1871
$1.94M ﹤0.01%
+91,902
1872
$1.93M ﹤0.01%
+249,705
1873
$1.93M ﹤0.01%
+406,115
1874
$1.93M ﹤0.01%
+31,677
1875
$1.93M ﹤0.01%
+53,670
73 74
75
76 77