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
3026
$368K ﹤0.01%
+26,414
3027
$368K ﹤0.01%
+2,158
3028
$367K ﹤0.01%
+7,109
3029
$367K ﹤0.01%
+24,510
3030
$366K ﹤0.01%
+171,645
3031
$366K ﹤0.01%
+62,568
3032
$366K ﹤0.01%
+158,999
3033
$366K ﹤0.01%
+8,483
3034
$365K ﹤0.01%
+9,186
3035
$365K ﹤0.01%
+26,171
3036
$365K ﹤0.01%
+68,165
3037
$364K ﹤0.01%
+53,279
3038
$364K ﹤0.01%
+1,556
3039
$364K ﹤0.01%
+7,213
3040
$363K ﹤0.01%
+35,013
3041
$362K ﹤0.01%
+54,881
3042
$362K ﹤0.01%
+17,322
3043
$362K ﹤0.01%
+96,922
3044
$361K ﹤0.01%
+208,554
3045
$361K ﹤0.01%
+13,328
3046
$361K ﹤0.01%
+28,043
3047
$361K ﹤0.01%
+54,732
3048
$360K ﹤0.01%
+15,971
3049
$360K ﹤0.01%
+21,284
3050
$359K ﹤0.01%
+7,624
120 121
122
123 124