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
3551
$152K ﹤0.01%
+15,095
3552
$152K ﹤0.01%
+4,934
3553
$152K ﹤0.01%
+7,081
3554
$152K ﹤0.01%
+275
3555
$151K ﹤0.01%
+13,407
3556
$151K ﹤0.01%
+3,040
3557
$151K ﹤0.01%
+10,354
3558
$150K ﹤0.01%
+10,293
3559
$150K ﹤0.01%
+28,800
3560
$149K ﹤0.01%
+26,250
3561
$149K ﹤0.01%
+14,301
3562
$148K ﹤0.01%
+3,878
3563
$148K ﹤0.01%
+22,179
3564
$148K ﹤0.01%
+15,423
3565
$148K ﹤0.01%
+5,622
3566
$147K ﹤0.01%
+8,210
3567
$147K ﹤0.01%
+3,230
3568
$146K ﹤0.01%
+2,430
3569
$145K ﹤0.01%
+15,523
3570
$145K ﹤0.01%
+14,889
3571
$145K ﹤0.01%
+6,700
3572
$145K ﹤0.01%
+11,161
3573
$144K ﹤0.01%
+12,455
3574
$144K ﹤0.01%
+3,927
3575
$144K ﹤0.01%
+3,505
141 142
143
144 145