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
2151
$1.35M ﹤0.01%
+84,398
2152
$1.35M ﹤0.01%
+304,829
2153
$1.34M ﹤0.01%
+22,038
2154
$1.34M ﹤0.01%
+53,886
2155
$1.34M ﹤0.01%
+17,932
2156
$1.34M ﹤0.01%
+189,637
2157
$1.34M ﹤0.01%
+46,348
2158
$1.33M ﹤0.01%
+66,733
2159
$1.33M ﹤0.01%
+33,328
2160
$1.33M ﹤0.01%
+40,786
2161
$1.33M ﹤0.01%
+265,489
2162
$1.32M ﹤0.01%
+37,382
2163
$1.32M ﹤0.01%
+53,825
2164
$1.32M ﹤0.01%
+53,607
2165
$1.31M ﹤0.01%
+72,316
2166
$1.31M ﹤0.01%
+33,006
2167
$1.31M ﹤0.01%
+59,869
2168
$1.31M ﹤0.01%
+101,040
2169
$1.31M ﹤0.01%
+115,473
2170
$1.3M ﹤0.01%
+57,890
2171
$1.3M ﹤0.01%
+31,547
2172
$1.3M ﹤0.01%
+87,939
2173
$1.3M ﹤0.01%
+19,859
2174
$1.29M ﹤0.01%
+20,031
2175
$1.29M ﹤0.01%
+46,027
85 86
87
88 89