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
3151
$304K ﹤0.01%
+15,630
3152
$304K ﹤0.01%
+9,947
3153
$303K ﹤0.01%
+67,560
3154
$303K ﹤0.01%
+6,065
3155
$303K ﹤0.01%
+25,123
3156
$302K ﹤0.01%
+67,990
3157
$301K ﹤0.01%
+16,101
3158
$301K ﹤0.01%
+34,255
3159
$300K ﹤0.01%
+20,850
3160
$300K ﹤0.01%
+5,961
3161
$299K ﹤0.01%
+40,693
3162
$299K ﹤0.01%
+24
3163
$299K ﹤0.01%
+6,079
3164
$299K ﹤0.01%
+5,502
3165
$299K ﹤0.01%
+28,349
3166
$298K ﹤0.01%
+6,491
3167
$298K ﹤0.01%
+39,472
3168
$297K ﹤0.01%
+13,020
3169
$297K ﹤0.01%
+3,111
3170
$297K ﹤0.01%
+21,832
3171
$296K ﹤0.01%
+23,413
3172
$296K ﹤0.01%
+18,826
3173
$296K ﹤0.01%
+17,945
3174
$295K ﹤0.01%
+10,851
3175
$295K ﹤0.01%
+10,292
125 126
127
128 129