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
2376
$1M ﹤0.01%
+13,869
2377
$1M ﹤0.01%
+458,938
2378
$1M ﹤0.01%
+73,915
2379
$1M ﹤0.01%
+11,961
2380
$1M ﹤0.01%
+78,204
2381
$999K ﹤0.01%
+36,817
2382
$998K ﹤0.01%
+54,346
2383
$996K ﹤0.01%
+4,656
2384
$994K ﹤0.01%
+42,579
2385
$992K ﹤0.01%
+29,561
2386
$992K ﹤0.01%
+44,380
2387
$992K ﹤0.01%
+129,295
2388
$991K ﹤0.01%
+21,900
2389
$990K ﹤0.01%
+40,253
2390
$987K ﹤0.01%
+22,751
2391
$986K ﹤0.01%
+72,432
2392
$984K ﹤0.01%
+44,389
2393
$984K ﹤0.01%
+96,714
2394
$984K ﹤0.01%
+35,431
2395
$982K ﹤0.01%
+69,673
2396
$981K ﹤0.01%
+31,604
2397
$981K ﹤0.01%
+60,064
2398
$980K ﹤0.01%
+49,895
2399
$979K ﹤0.01%
+46,307
2400
$978K ﹤0.01%
+46,164