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
3326
$231K ﹤0.01%
+18,841
3327
$231K ﹤0.01%
+115,439
3328
$230K ﹤0.01%
+16,684
3329
$230K ﹤0.01%
+57,704
3330
$230K ﹤0.01%
+9,204
3331
$230K ﹤0.01%
+104,423
3332
$230K ﹤0.01%
+37,761
3333
$230K ﹤0.01%
+22,637
3334
$229K ﹤0.01%
+24,485
3335
$227K ﹤0.01%
+54,200
3336
$226K ﹤0.01%
+25,581
3337
$226K ﹤0.01%
+15,977
3338
$226K ﹤0.01%
+13,780
3339
$226K ﹤0.01%
+12,667
3340
$226K ﹤0.01%
+17,000
3341
$225K ﹤0.01%
+26,383
3342
$225K ﹤0.01%
+31,995
3343
$224K ﹤0.01%
+3,617
3344
$224K ﹤0.01%
+6,800
3345
$223K ﹤0.01%
+9,393
3346
$222K ﹤0.01%
+123,949
3347
$222K ﹤0.01%
+3,876
3348
$222K ﹤0.01%
+11,020
3349
$221K ﹤0.01%
+21,096
3350
$221K ﹤0.01%
+57,205
132 133
134
135 136