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
2351
$1.04M ﹤0.01%
+137,181
2352
$1.04M ﹤0.01%
+15,918
2353
$1.04M ﹤0.01%
+45,544
2354
$1.04M ﹤0.01%
+58,778
2355
$1.03M ﹤0.01%
+31,002
2356
$1.03M ﹤0.01%
+102,411
2357
$1.03M ﹤0.01%
+48,527
2358
$1.03M ﹤0.01%
+123,224
2359
$1.03M ﹤0.01%
+46,958
2360
$1.02M ﹤0.01%
+177,581
2361
$1.02M ﹤0.01%
+33,213
2362
$1.02M ﹤0.01%
+18,853
2363
$1.02M ﹤0.01%
+19,192
2364
$1.02M ﹤0.01%
+31,654
2365
$1.02M ﹤0.01%
+25,200
2366
$1.01M ﹤0.01%
+11,075
2367
$1.01M ﹤0.01%
+103,032
2368
$1.01M ﹤0.01%
+121,565
2369
$1.01M ﹤0.01%
+67,873
2370
$1.01M ﹤0.01%
+28,297
2371
$1.01M ﹤0.01%
+36,422
2372
$1.01M ﹤0.01%
+44,698
2373
$1.01M ﹤0.01%
+133,329
2374
$1.01M ﹤0.01%
+35,128
2375
$1.01M ﹤0.01%
+76,696
93 94
95
96 97