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
3301
$239K ﹤0.01%
+7,515
3302
$239K ﹤0.01%
+18,261
3303
$238K ﹤0.01%
+32,534
3304
$238K ﹤0.01%
+25,464
3305
$238K ﹤0.01%
+12,708
3306
$238K ﹤0.01%
+7,513
3307
$238K ﹤0.01%
+4,866
3308
$238K ﹤0.01%
+190
3309
$237K ﹤0.01%
+14,810
3310
$236K ﹤0.01%
+25,077
3311
$236K ﹤0.01%
+16,137
3312
$235K ﹤0.01%
+7,401
3313
$235K ﹤0.01%
+716
3314
$235K ﹤0.01%
+8,015
3315
$235K ﹤0.01%
+5,790
3316
$235K ﹤0.01%
+3,105
3317
$234K ﹤0.01%
+8,726
3318
$234K ﹤0.01%
+13,789
3319
$234K ﹤0.01%
+19,970
3320
$233K ﹤0.01%
+6,874
3321
$233K ﹤0.01%
+20,205
3322
$233K ﹤0.01%
+8,881
3323
$232K ﹤0.01%
+3,003
3324
$232K ﹤0.01%
+55,837
3325
$232K ﹤0.01%
+22,993
131 132
133
134 135