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
2876
$477K ﹤0.01%
+48,070
2877
$477K ﹤0.01%
+27,015
2878
$476K ﹤0.01%
+36,634
2879
$475K ﹤0.01%
+28,554
2880
$472K ﹤0.01%
+16,184
2881
$470K ﹤0.01%
+40,879
2882
$470K ﹤0.01%
+74,323
2883
$470K ﹤0.01%
+20,045
2884
$469K ﹤0.01%
+28,603
2885
$468K ﹤0.01%
+20,219
2886
$468K ﹤0.01%
+56,593
2887
$468K ﹤0.01%
+26,200
2888
$467K ﹤0.01%
+33,747
2889
$465K ﹤0.01%
+3,312
2890
$465K ﹤0.01%
+15,376
2891
$464K ﹤0.01%
+12,108
2892
$464K ﹤0.01%
+49,390
2893
$463K ﹤0.01%
+25,488
2894
$463K ﹤0.01%
+23,279
2895
$462K ﹤0.01%
+16,556
2896
$462K ﹤0.01%
+27,912
2897
$462K ﹤0.01%
+78,116
2898
$461K ﹤0.01%
+71,112
2899
$461K ﹤0.01%
+14,309
2900
$458K ﹤0.01%
+19,488