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
2851
$501K ﹤0.01%
+13,894
2852
$501K ﹤0.01%
+7,944
2853
$500K ﹤0.01%
+20,500
2854
$499K ﹤0.01%
+16,170
2855
$498K ﹤0.01%
+82,759
2856
$498K ﹤0.01%
+10,314
2857
$497K ﹤0.01%
+25,044
2858
$497K ﹤0.01%
+22,888
2859
$497K ﹤0.01%
+123,234
2860
$495K ﹤0.01%
+72,624
2861
$494K ﹤0.01%
+14,630
2862
$492K ﹤0.01%
+121,550
2863
$491K ﹤0.01%
+8,861
2864
$489K ﹤0.01%
+14,587
2865
$486K ﹤0.01%
+43,353
2866
$486K ﹤0.01%
+10,836
2867
$485K ﹤0.01%
+15,516
2868
$485K ﹤0.01%
+41,345
2869
$485K ﹤0.01%
+9,918
2870
$484K ﹤0.01%
+22,703
2871
$484K ﹤0.01%
+35,203
2872
$483K ﹤0.01%
+59,813
2873
$481K ﹤0.01%
+97,909
2874
$480K ﹤0.01%
+26,804
2875
$479K ﹤0.01%
+8,550
113 114
115
116 117