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
3376
$209K ﹤0.01%
+34,170
3377
$209K ﹤0.01%
+8,407
3378
$209K ﹤0.01%
+19,387
3379
$208K ﹤0.01%
+37,842
3380
$208K ﹤0.01%
+7,230
3381
$208K ﹤0.01%
+5,232
3382
$206K ﹤0.01%
+3,246
3383
$206K ﹤0.01%
+13,821
3384
$206K ﹤0.01%
+15,143
3385
$205K ﹤0.01%
+7,493
3386
$204K ﹤0.01%
+12,562
3387
$204K ﹤0.01%
+16,052
3388
$203K ﹤0.01%
+15,081
3389
$203K ﹤0.01%
+6,585
3390
$203K ﹤0.01%
+17,193
3391
$203K ﹤0.01%
+14,413
3392
$202K ﹤0.01%
+9,986
3393
$202K ﹤0.01%
+4,684
3394
$202K ﹤0.01%
+10,785
3395
$202K ﹤0.01%
+5,490
3396
$200K ﹤0.01%
+49,417
3397
$200K ﹤0.01%
+8,000
3398
$200K ﹤0.01%
+16,142
3399
$199K ﹤0.01%
+7,960
3400
0