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
2401
$978K ﹤0.01%
+21,721
2402
$977K ﹤0.01%
+74,013
2403
$977K ﹤0.01%
+23,950
2404
$976K ﹤0.01%
+40,794
2405
$974K ﹤0.01%
+1,272
2406
$973K ﹤0.01%
+124,627
2407
$970K ﹤0.01%
+20,401
2408
$970K ﹤0.01%
+35,361
2409
$968K ﹤0.01%
+30,441
2410
$968K ﹤0.01%
+201,244
2411
$967K ﹤0.01%
+13,288
2412
$965K ﹤0.01%
+74,745
2413
$964K ﹤0.01%
+30,359
2414
$963K ﹤0.01%
+147,486
2415
$962K ﹤0.01%
+1,043
2416
$962K ﹤0.01%
+13,300
2417
$961K ﹤0.01%
+125,128
2418
$961K ﹤0.01%
+235
2419
$958K ﹤0.01%
+15,139
2420
$953K ﹤0.01%
+57,618
2421
$950K ﹤0.01%
+82,980
2422
$950K ﹤0.01%
+55,460
2423
$946K ﹤0.01%
+31,768
2424
$946K ﹤0.01%
+20,140
2425
$945K ﹤0.01%
+43,663