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
3051
$358K ﹤0.01%
+17,630
3052
$358K ﹤0.01%
+7,835
3053
$358K ﹤0.01%
+5,350
3054
$358K ﹤0.01%
+29,650
3055
$357K ﹤0.01%
+15,179
3056
$357K ﹤0.01%
+30,087
3057
$355K ﹤0.01%
+3,495
3058
$355K ﹤0.01%
+49,793
3059
$355K ﹤0.01%
+10,101
3060
$353K ﹤0.01%
+1,058
3061
$351K ﹤0.01%
+20,933
3062
$350K ﹤0.01%
+22,927
3063
$350K ﹤0.01%
+51,896
3064
$349K ﹤0.01%
+3,326
3065
$349K ﹤0.01%
+15,137
3066
$348K ﹤0.01%
+4,875
3067
$347K ﹤0.01%
+25,829
3068
$346K ﹤0.01%
+15,051
3069
$346K ﹤0.01%
+212,228
3070
$345K ﹤0.01%
+14,260
3071
$343K ﹤0.01%
+332,148
3072
$343K ﹤0.01%
+36,984
3073
$342K ﹤0.01%
+7,082
3074
$341K ﹤0.01%
+18,113
3075
$340K ﹤0.01%
+54,837