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
2251
$1.18M ﹤0.01%
+98,725
2252
$1.18M ﹤0.01%
+21,561
2253
$1.17M ﹤0.01%
+39,990
2254
$1.17M ﹤0.01%
+42,216
2255
$1.17M ﹤0.01%
+43,913
2256
$1.17M ﹤0.01%
+14,382
2257
$1.17M ﹤0.01%
+22,430
2258
$1.17M ﹤0.01%
+56,226
2259
$1.16M ﹤0.01%
+60,720
2260
$1.16M ﹤0.01%
+82,057
2261
$1.16M ﹤0.01%
+26,013
2262
$1.16M ﹤0.01%
+47,935
2263
$1.16M ﹤0.01%
+15,615
2264
$1.16M ﹤0.01%
+104,470
2265
$1.15M ﹤0.01%
+138,824
2266
$1.15M ﹤0.01%
+172,997
2267
$1.15M ﹤0.01%
+43,288
2268
$1.15M ﹤0.01%
+56,915
2269
$1.15M ﹤0.01%
+11,616
2270
$1.15M ﹤0.01%
+105,847
2271
$1.14M ﹤0.01%
+37,605
2272
$1.14M ﹤0.01%
+20,160
2273
$1.14M ﹤0.01%
+51,685
2274
$1.14M ﹤0.01%
+43,269
2275
$1.14M ﹤0.01%
+65,010
89 90
91
92 93