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
2426
$943K ﹤0.01%
+19,210
2427
$943K ﹤0.01%
+44,400
2428
$941K ﹤0.01%
+23,845
2429
$940K ﹤0.01%
+22,184
2430
$938K ﹤0.01%
+19,798
2431
$938K ﹤0.01%
+171,800
2432
$935K ﹤0.01%
+30,295
2433
$935K ﹤0.01%
+126,211
2434
$935K ﹤0.01%
+13,595
2435
$935K ﹤0.01%
+36,463
2436
$934K ﹤0.01%
+33,673
2437
$933K ﹤0.01%
+20,900
2438
$932K ﹤0.01%
+33,773
2439
$931K ﹤0.01%
+38,734
2440
$930K ﹤0.01%
+33,864
2441
$930K ﹤0.01%
+10,434
2442
$925K ﹤0.01%
+242,868
2443
$921K ﹤0.01%
+2,195
2444
$919K ﹤0.01%
+23,385
2445
$919K ﹤0.01%
+31,000
2446
$917K ﹤0.01%
+16,497
2447
$917K ﹤0.01%
+136,563
2448
$916K ﹤0.01%
+39,660
2449
$915K ﹤0.01%
+108,404
2450
$914K ﹤0.01%
+276,143