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
2451
$912K ﹤0.01%
+66,697
2452
$912K ﹤0.01%
+74,521
2453
$911K ﹤0.01%
+104,632
2454
$909K ﹤0.01%
+51,212
2455
$908K ﹤0.01%
+44,927
2456
$906K ﹤0.01%
+83,505
2457
$903K ﹤0.01%
+53,783
2458
$902K ﹤0.01%
+50,916
2459
$900K ﹤0.01%
+30,666
2460
$899K ﹤0.01%
+26,857
2461
$896K ﹤0.01%
+50,716
2462
$892K ﹤0.01%
+94,800
2463
$891K ﹤0.01%
+39,415
2464
$887K ﹤0.01%
+35,025
2465
$887K ﹤0.01%
+29,377
2466
$885K ﹤0.01%
+59,139
2467
$883K ﹤0.01%
+25,860
2468
$883K ﹤0.01%
+28,855
2469
$881K ﹤0.01%
+21,797
2470
$880K ﹤0.01%
+35,511
2471
$880K ﹤0.01%
+21,706
2472
$877K ﹤0.01%
+45,118
2473
$876K ﹤0.01%
+36,446
2474
$875K ﹤0.01%
+28,226
2475
$875K ﹤0.01%
+51,807