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
2576
$748K ﹤0.01%
+51,989
2577
$747K ﹤0.01%
+23,068
2578
$746K ﹤0.01%
+12,768
2579
$745K ﹤0.01%
+21,644
2580
$745K ﹤0.01%
+22,761
2581
$744K ﹤0.01%
+7,628
2582
$742K ﹤0.01%
+40,621
2583
$741K ﹤0.01%
+29,944
2584
$741K ﹤0.01%
+38,996
2585
$740K ﹤0.01%
+24,368
2586
$739K ﹤0.01%
+26,000
2587
$739K ﹤0.01%
+53,468
2588
$738K ﹤0.01%
+162,910
2589
$738K ﹤0.01%
+59,579
2590
$737K ﹤0.01%
+55,347
2591
$737K ﹤0.01%
+10,934
2592
$737K ﹤0.01%
+56,067
2593
$735K ﹤0.01%
+47,418
2594
$734K ﹤0.01%
+63,896
2595
$732K ﹤0.01%
+13,054
2596
$732K ﹤0.01%
+40,950
2597
$731K ﹤0.01%
+33,150
2598
$731K ﹤0.01%
+47,412
2599
$730K ﹤0.01%
+89,233
2600
$728K ﹤0.01%
+14,320
102 103
104
105 106