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
3201
$285K ﹤0.01%
+64,010
3202
$285K ﹤0.01%
+22,212
3203
$285K ﹤0.01%
+7,504
3204
$283K ﹤0.01%
+13,623
3205
$283K ﹤0.01%
+44,755
3206
$282K ﹤0.01%
+6,030
3207
$281K ﹤0.01%
+11,653
3208
$280K ﹤0.01%
+11,770
3209
$280K ﹤0.01%
+13,199
3210
$280K ﹤0.01%
+8,196
3211
$279K ﹤0.01%
+11,182
3212
$279K ﹤0.01%
+14,123
3213
$278K ﹤0.01%
+10,290
3214
$278K ﹤0.01%
+41,988
3215
$277K ﹤0.01%
+5,753
3216
$277K ﹤0.01%
+21,873
3217
$277K ﹤0.01%
+11,201
3218
$277K ﹤0.01%
+11,477
3219
$276K ﹤0.01%
+12,376
3220
$275K ﹤0.01%
+18,685
3221
$275K ﹤0.01%
+6,613
3222
$274K ﹤0.01%
+65,031
3223
$274K ﹤0.01%
+10,655
3224
$274K ﹤0.01%
+20,710
3225
$273K ﹤0.01%
+12,224
127 128
129
130 131