U

UBS Portfolio holdings

AUM $109B
1-Year Est. Return 13.13%
This Quarter Est. Return
1 Year Est. Return
+13.13%
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
+$1.59B
2
+$1.41B
3
+$1.2B
4
JNJ icon
Johnson & Johnson
JNJ
+$729M
5
XOM icon
Exxon Mobil
XOM
+$643M

Top Sells

No sells this quarter

Sector Composition

1 Energy 12.25%
2 Financials 9.18%
3 Technology 8.62%
4 Healthcare 7.99%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$818K ﹤0.01%
+50,839
2527
$813K ﹤0.01%
+146,772
2528
$812K ﹤0.01%
+55,900
2529
$812K ﹤0.01%
+58,782
2530
$811K ﹤0.01%
+14,585
2531
$810K ﹤0.01%
+35,447
2532
$809K ﹤0.01%
+37,840
2533
$808K ﹤0.01%
+31,267
2534
$808K ﹤0.01%
+11,801
2535
$807K ﹤0.01%
+53,246
2536
$806K ﹤0.01%
+57,979
2537
$804K ﹤0.01%
+20,787
2538
$803K ﹤0.01%
+28,064
2539
$798K ﹤0.01%
+59,520
2540
$798K ﹤0.01%
+2,819
2541
$798K ﹤0.01%
+144
2542
$798K ﹤0.01%
+12,924
2543
$797K ﹤0.01%
+27,213
2544
$796K ﹤0.01%
+21,681
2545
$796K ﹤0.01%
+19,090
2546
$795K ﹤0.01%
+148,704
2547
$794K ﹤0.01%
+23,620
2548
$793K ﹤0.01%
+17,249
2549
$791K ﹤0.01%
+72,470
2550
$789K ﹤0.01%
+10,178
100 101
102
103 104