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
3476
$173K ﹤0.01%
+13,850
3477
$173K ﹤0.01%
+12,804
3478
$173K ﹤0.01%
+23,124
3479
$173K ﹤0.01%
+6,891
3480
$173K ﹤0.01%
+90,921
3481
$172K ﹤0.01%
+7,500
3482
$172K ﹤0.01%
+13,557
3483
$172K ﹤0.01%
+13,425
3484
$172K ﹤0.01%
+178,245
3485
$171K ﹤0.01%
+9,801
3486
$171K ﹤0.01%
+11,411
3487
$171K ﹤0.01%
+42,836
3488
$171K ﹤0.01%
+8,989
3489
$170K ﹤0.01%
+3,768
3490
$169K ﹤0.01%
+28,793
3491
$169K ﹤0.01%
+41,375
3492
$169K ﹤0.01%
+138
3493
$168K ﹤0.01%
+5,950
3494
$168K ﹤0.01%
+4,035
3495
$167K ﹤0.01%
+18,610
3496
$167K ﹤0.01%
+6,271
3497
$166K ﹤0.01%
+23,783
3498
$166K ﹤0.01%
+5,830
3499
$166K ﹤0.01%
+8,760
3500
$166K ﹤0.01%
+2,543
138 139
140
141 142