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
3501
$166K ﹤0.01%
+9,796
3502
$166K ﹤0.01%
+7,712
3503
$166K ﹤0.01%
+3,493
3504
$165K ﹤0.01%
+23,052
3505
$165K ﹤0.01%
+3,259
3506
$165K ﹤0.01%
+20,858
3507
$165K ﹤0.01%
+13,406
3508
$165K ﹤0.01%
+758
3509
$165K ﹤0.01%
+3,206
3510
$164K ﹤0.01%
+10,519
3511
$163K ﹤0.01%
+8,864
3512
$163K ﹤0.01%
+7,407
3513
$163K ﹤0.01%
+9,711
3514
$162K ﹤0.01%
+19,154
3515
$161K ﹤0.01%
+10,824
3516
$160K ﹤0.01%
+7,430
3517
$160K ﹤0.01%
+4,658
3518
$160K ﹤0.01%
+5,605
3519
$160K ﹤0.01%
+39,606
3520
$160K ﹤0.01%
+31,404
3521
$159K ﹤0.01%
+3,953
3522
$158K ﹤0.01%
+14,584
3523
$158K ﹤0.01%
+11,739
3524
$158K ﹤0.01%
+2,193
3525
$158K ﹤0.01%
+11,811
139 140
141
142 143