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
3126
$314K ﹤0.01%
+19,722
3127
$314K ﹤0.01%
+15,529
3128
$313K ﹤0.01%
+9,424
3129
$313K ﹤0.01%
+8,518
3130
$313K ﹤0.01%
+23,380
3131
$312K ﹤0.01%
+81,963
3132
$312K ﹤0.01%
+55,680
3133
$312K ﹤0.01%
+22,059
3134
$312K ﹤0.01%
+7,413
3135
$311K ﹤0.01%
+37,188
3136
$311K ﹤0.01%
+21,503
3137
$310K ﹤0.01%
+28,308
3138
$309K ﹤0.01%
+37,591
3139
$308K ﹤0.01%
+4,745
3140
$307K ﹤0.01%
+23,000
3141
$307K ﹤0.01%
+15,650
3142
$307K ﹤0.01%
+24,947
3143
$307K ﹤0.01%
+35,000
3144
$306K ﹤0.01%
+5,410
3145
$306K ﹤0.01%
+5,911
3146
$305K ﹤0.01%
+8,162
3147
$305K ﹤0.01%
+10,538
3148
$305K ﹤0.01%
+4,755
3149
$305K ﹤0.01%
+12,809
3150
$305K ﹤0.01%
+10,648
124 125
126
127 128