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
2601
$727K ﹤0.01%
+26,345
2602
$726K ﹤0.01%
+29,749
2603
$725K ﹤0.01%
+15,511
2604
$725K ﹤0.01%
+24,989
2605
$721K ﹤0.01%
+23,267
2606
$721K ﹤0.01%
+713,815
2607
$720K ﹤0.01%
+21,117
2608
$719K ﹤0.01%
+10,785
2609
$719K ﹤0.01%
+182
2610
$718K ﹤0.01%
+35,504
2611
$717K ﹤0.01%
+15,767
2612
$716K ﹤0.01%
+29,441
2613
$715K ﹤0.01%
+65,426
2614
$714K ﹤0.01%
+24,789
2615
$713K ﹤0.01%
+19,981
2616
$710K ﹤0.01%
+34,719
2617
$708K ﹤0.01%
+44,168
2618
$708K ﹤0.01%
+17,430
2619
$708K ﹤0.01%
+23,068
2620
$707K ﹤0.01%
+78,480
2621
$707K ﹤0.01%
+64,687
2622
$704K ﹤0.01%
+43,614
2623
$701K ﹤0.01%
+28,371
2624
$701K ﹤0.01%
+40,041
2625
$700K ﹤0.01%
+78,438