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
2276
$1.14M ﹤0.01%
+130,992
2277
$1.14M ﹤0.01%
+28,398
2278
$1.14M ﹤0.01%
+46,565
2279
$1.13M ﹤0.01%
+14,225
2280
$1.13M ﹤0.01%
+37,213
2281
$1.13M ﹤0.01%
+45,568
2282
$1.13M ﹤0.01%
+48,563
2283
$1.12M ﹤0.01%
+26,016
2284
$1.12M ﹤0.01%
+34,520
2285
$1.12M ﹤0.01%
+36,164
2286
$1.12M ﹤0.01%
+34,808
2287
$1.12M ﹤0.01%
+2,807
2288
$1.12M ﹤0.01%
+66,507
2289
$1.12M ﹤0.01%
+10,359
2290
$1.12M ﹤0.01%
+74,075
2291
$1.12M ﹤0.01%
+67,309
2292
$1.11M ﹤0.01%
+35,867
2293
$1.11M ﹤0.01%
+13,571
2294
$1.11M ﹤0.01%
+25,188
2295
$1.11M ﹤0.01%
+636,900
2296
$1.1M ﹤0.01%
+1,015
2297
$1.1M ﹤0.01%
+116,700
2298
$1.1M ﹤0.01%
+63,638
2299
$1.1M ﹤0.01%
+72,845
2300
$1.1M ﹤0.01%
+91,487
90 91
92
93 94