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
1926
$1.81M ﹤0.01%
+30,920
1927
$1.8M ﹤0.01%
+32,066
1928
$1.8M ﹤0.01%
+35,881
1929
$1.8M ﹤0.01%
+132,988
1930
$1.8M ﹤0.01%
+58,074
1931
$1.8M ﹤0.01%
+52,956
1932
$1.8M ﹤0.01%
+54,350
1933
$1.8M ﹤0.01%
+14,929
1934
$1.79M ﹤0.01%
+149,847
1935
$1.79M ﹤0.01%
+72,673
1936
$1.79M ﹤0.01%
+35,166
1937
$1.78M ﹤0.01%
+133,631
1938
$1.78M ﹤0.01%
+27,968
1939
$1.78M ﹤0.01%
+36,248
1940
$1.78M ﹤0.01%
+285,025
1941
$1.78M ﹤0.01%
+87,410
1942
$1.78M ﹤0.01%
+61,421
1943
$1.77M ﹤0.01%
+90,636
1944
$1.77M ﹤0.01%
+152,412
1945
$1.77M ﹤0.01%
+48,483
1946
$1.77M ﹤0.01%
+84,219
1947
$1.77M ﹤0.01%
+129,218
1948
$1.77M ﹤0.01%
+40,934
1949
$1.76M ﹤0.01%
+33,915
1950
$1.76M ﹤0.01%
+39,628
76 77
78
79 80