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
3251
$265K ﹤0.01%
+5,241
3252
$264K ﹤0.01%
+15,300
3253
$263K ﹤0.01%
+14,067
3254
$263K ﹤0.01%
+281
3255
$263K ﹤0.01%
+2,381
3256
$262K ﹤0.01%
+6,564
3257
$262K ﹤0.01%
+3,907
3258
$262K ﹤0.01%
+13,733
3259
$262K ﹤0.01%
+20,132
3260
$261K ﹤0.01%
+17,344
3261
$261K ﹤0.01%
+5,886
3262
$259K ﹤0.01%
+11,050
3263
$259K ﹤0.01%
+14,184
3264
$259K ﹤0.01%
+12,092
3265
$259K ﹤0.01%
+9,602
3266
$258K ﹤0.01%
+6,304
3267
$258K ﹤0.01%
+24,659
3268
$257K ﹤0.01%
+6,660
3269
$257K ﹤0.01%
+19,572
3270
$256K ﹤0.01%
+5,330
3271
$255K ﹤0.01%
+1,336
3272
$254K ﹤0.01%
+8,703
3273
$254K ﹤0.01%
+8,331
3274
$253K ﹤0.01%
+30,597
3275
$253K ﹤0.01%
+18,804
129 130
131
132 133