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
3226
$273K ﹤0.01%
+19,920
3227
$273K ﹤0.01%
+5,148
3228
$272K ﹤0.01%
+13,853
3229
$272K ﹤0.01%
+79,242
3230
$272K ﹤0.01%
+12,488
3231
$271K ﹤0.01%
+19,773
3232
$271K ﹤0.01%
+12,873
3233
$270K ﹤0.01%
+31,358
3234
$270K ﹤0.01%
+13,773
3235
$269K ﹤0.01%
+12,010
3236
$269K ﹤0.01%
+56,392
3237
$269K ﹤0.01%
+6,011
3238
$268K ﹤0.01%
+20,954
3239
$268K ﹤0.01%
+11,837
3240
$268K ﹤0.01%
+13,661
3241
$268K ﹤0.01%
+17,340
3242
$268K ﹤0.01%
+913
3243
$267K ﹤0.01%
+15,317
3244
$267K ﹤0.01%
+6,687
3245
$266K ﹤0.01%
+10,247
3246
$266K ﹤0.01%
+6,295
3247
$266K ﹤0.01%
+17,900
3248
$266K ﹤0.01%
+11,673
3249
$266K ﹤0.01%
+9,479
3250
$265K ﹤0.01%
+22,208
128 129
130
131 132