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
2951
$418K ﹤0.01%
+20,155
2952
$418K ﹤0.01%
+35,422
2953
$417K ﹤0.01%
+10,083
2954
$417K ﹤0.01%
+30,384
2955
$417K ﹤0.01%
+31,407
2956
$416K ﹤0.01%
+43,705
2957
$415K ﹤0.01%
+22,890
2958
$414K ﹤0.01%
+11,209
2959
$412K ﹤0.01%
+13,500
2960
$412K ﹤0.01%
+29,541
2961
$412K ﹤0.01%
+16,718
2962
$410K ﹤0.01%
+34,284
2963
$409K ﹤0.01%
+19,201
2964
$408K ﹤0.01%
+31,846
2965
$407K ﹤0.01%
+10,799
2966
$407K ﹤0.01%
+14,178
2967
$407K ﹤0.01%
+31,179
2968
$406K ﹤0.01%
+6,530
2969
$405K ﹤0.01%
+10,475
2970
$405K ﹤0.01%
+28,395
2971
$405K ﹤0.01%
+4,897
2972
$405K ﹤0.01%
+188,311
2973
$404K ﹤0.01%
+59
2974
$402K ﹤0.01%
+24,382
2975
$402K ﹤0.01%
+17,779
117 118
119
120 121