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
3451
$181K ﹤0.01%
+4,310
3452
$181K ﹤0.01%
+16,939
3453
$180K ﹤0.01%
+7,715
3454
$180K ﹤0.01%
+5,092
3455
$180K ﹤0.01%
+6,654
3456
$180K ﹤0.01%
+5,522
3457
$180K ﹤0.01%
+12,552
3458
$180K ﹤0.01%
+12,587
3459
$180K ﹤0.01%
+12,106
3460
$179K ﹤0.01%
+3,798
3461
$179K ﹤0.01%
+5,997
3462
$178K ﹤0.01%
+1,019
3463
$178K ﹤0.01%
+11,945
3464
$178K ﹤0.01%
+11,894
3465
$177K ﹤0.01%
+7,334
3466
$177K ﹤0.01%
+2,278
3467
$177K ﹤0.01%
+11,432
3468
$177K ﹤0.01%
+486
3469
$177K ﹤0.01%
+16
3470
$177K ﹤0.01%
+333,056
3471
$175K ﹤0.01%
+7,610
3472
$174K ﹤0.01%
+26,453
3473
$174K ﹤0.01%
+14,294
3474
$174K ﹤0.01%
+8,068
3475
$174K ﹤0.01%
+13,044
137 138
139
140 141