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
3276
$253K ﹤0.01%
+17,421
3277
$251K ﹤0.01%
+7,426
3278
$250K ﹤0.01%
+6,175
3279
$249K ﹤0.01%
+22,223
3280
$248K ﹤0.01%
+20,220
3281
$248K ﹤0.01%
+5,432
3282
$248K ﹤0.01%
+8,079
3283
$247K ﹤0.01%
+6,362
3284
$247K ﹤0.01%
+7,903
3285
$247K ﹤0.01%
+9,294
3286
$247K ﹤0.01%
+31,969
3287
$246K ﹤0.01%
+12,095
3288
$246K ﹤0.01%
+58,351
3289
$246K ﹤0.01%
+10,334
3290
$245K ﹤0.01%
+37,214
3291
$245K ﹤0.01%
+3,931
3292
$245K ﹤0.01%
+14,801
3293
$243K ﹤0.01%
+2,069
3294
$242K ﹤0.01%
+13,699
3295
$242K ﹤0.01%
+53,300
3296
$242K ﹤0.01%
+17,234
3297
$241K ﹤0.01%
+4,828
3298
$241K ﹤0.01%
+4,016
3299
$241K ﹤0.01%
+18,469
3300
$239K ﹤0.01%
+17,581
130 131
132
133 134