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
2176
$1.29M ﹤0.01%
+47,723
2177
$1.29M ﹤0.01%
+81,812
2178
$1.29M ﹤0.01%
+55,155
2179
$1.29M ﹤0.01%
+475
2180
$1.29M ﹤0.01%
+19,836
2181
$1.28M ﹤0.01%
+97,930
2182
$1.28M ﹤0.01%
+150,908
2183
$1.28M ﹤0.01%
+28,329
2184
$1.28M ﹤0.01%
+106,577
2185
$1.28M ﹤0.01%
+25,246
2186
$1.27M ﹤0.01%
+35,223
2187
$1.27M ﹤0.01%
+22,829
2188
$1.27M ﹤0.01%
+16,019
2189
$1.27M ﹤0.01%
+67,946
2190
$1.27M ﹤0.01%
+40,168
2191
$1.26M ﹤0.01%
+48,470
2192
$1.26M ﹤0.01%
+94,755
2193
$1.26M ﹤0.01%
+44,049
2194
$1.26M ﹤0.01%
+105,042
2195
$1.25M ﹤0.01%
+72,914
2196
$1.25M ﹤0.01%
+52,173
2197
$1.25M ﹤0.01%
+29,981
2198
$1.25M ﹤0.01%
+247,900
2199
$1.25M ﹤0.01%
+127,648
2200
$1.24M ﹤0.01%
+91,704
86 87
88
89 90