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
3576
$144K ﹤0.01%
+4,637
3577
$143K ﹤0.01%
+65,024
3578
$143K ﹤0.01%
+102,999
3579
$142K ﹤0.01%
+10,568
3580
$142K ﹤0.01%
+6,351
3581
$142K ﹤0.01%
+15,091
3582
$141K ﹤0.01%
+8,563
3583
$141K ﹤0.01%
+7,800
3584
$141K ﹤0.01%
+6,140
3585
$141K ﹤0.01%
+1,824
3586
$140K ﹤0.01%
+3,131
3587
$140K ﹤0.01%
+5,527
3588
$140K ﹤0.01%
+5,305
3589
$140K ﹤0.01%
+3,512
3590
$140K ﹤0.01%
+8,530
3591
$140K ﹤0.01%
+96,567
3592
$140K ﹤0.01%
+38,356
3593
$140K ﹤0.01%
+3,937
3594
$139K ﹤0.01%
+6,169
3595
$139K ﹤0.01%
+2,159
3596
$139K ﹤0.01%
+9,492
3597
$139K ﹤0.01%
+10,804
3598
$137K ﹤0.01%
+16,303
3599
$137K ﹤0.01%
+8,885
3600
$137K ﹤0.01%
+5,042
142 143
144
145 146