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
276
$48M 0.06%
+1,416,850
277
$47.8M 0.06%
+1,395,106
278
$47.7M 0.06%
+1,981,143
279
$46.5M 0.06%
+1,064,623
280
$46.2M 0.05%
+2,520,675
281
$46.1M 0.05%
+924,629
282
$45.9M 0.05%
+1,845,431
283
$45.5M 0.05%
+753,016
284
$45.5M 0.05%
+1,016,083
285
$45.4M 0.05%
+1,805,171
286
$44.9M 0.05%
+204,598
287
$44.9M 0.05%
+1,052,150
288
$44.9M 0.05%
+555,178
289
$44.6M 0.05%
+620,444
290
$44.6M 0.05%
+3,521,912
291
$44.5M 0.05%
+609,221
292
$44.4M 0.05%
+531,364
293
$44.3M 0.05%
+949,116
294
$44.2M 0.05%
+2,809,801
295
$44M 0.05%
+405,662
296
$43.3M 0.05%
+1,257,055
297
$43.2M 0.05%
+1,915,411
298
$43M 0.05%
+753,658
299
$43M 0.05%
+1,066,502
300
$42.9M 0.05%
+2,154,495
10 11
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