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
2701
$628K ﹤0.01%
+207,201
2702
$626K ﹤0.01%
+18,234
2703
$625K ﹤0.01%
+125,795
2704
$624K ﹤0.01%
+45,177
2705
$622K ﹤0.01%
+24,900
2706
$622K ﹤0.01%
+43,349
2707
$620K ﹤0.01%
+14,605
2708
$618K ﹤0.01%
+13,153
2709
$618K ﹤0.01%
+15,583
2710
$617K ﹤0.01%
+12,604
2711
$617K ﹤0.01%
+23,770
2712
$616K ﹤0.01%
+15,865
2713
$616K ﹤0.01%
+58,484
2714
$616K ﹤0.01%
+11,490
2715
$614K ﹤0.01%
+21,565
2716
$614K ﹤0.01%
+50,722
2717
$614K ﹤0.01%
+39,959
2718
$612K ﹤0.01%
+16,502
2719
$612K ﹤0.01%
+45,953
2720
$611K ﹤0.01%
+27,371
2721
$611K ﹤0.01%
+41,386
2722
$610K ﹤0.01%
+22,257
2723
$610K ﹤0.01%
+5,061
2724
$609K ﹤0.01%
+55,677
2725
$606K ﹤0.01%
+18,375