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
2651
$674K ﹤0.01%
+84,058
2652
$673K ﹤0.01%
+20,776
2653
$673K ﹤0.01%
+17,546
2654
$673K ﹤0.01%
+24,688
2655
$672K ﹤0.01%
+23,448
2656
$672K ﹤0.01%
+44,939
2657
$671K ﹤0.01%
+25,602
2658
$671K ﹤0.01%
+47,915
2659
$668K ﹤0.01%
+16,812
2660
$668K ﹤0.01%
+24,294
2661
$667K ﹤0.01%
+28,842
2662
$667K ﹤0.01%
+25,232
2663
$667K ﹤0.01%
+28,619
2664
$665K ﹤0.01%
+32,599
2665
$664K ﹤0.01%
+24,432
2666
$664K ﹤0.01%
+35,670
2667
$663K ﹤0.01%
+20,165
2668
$663K ﹤0.01%
+58,145
2669
$661K ﹤0.01%
+16,233
2670
$660K ﹤0.01%
+126,794
2671
$658K ﹤0.01%
+31,284
2672
$658K ﹤0.01%
+32,807
2673
$655K ﹤0.01%
+33,118
2674
$655K ﹤0.01%
+38,990
2675
$654K ﹤0.01%
+19,694