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
3601
$136K ﹤0.01%
+5,829
3602
$136K ﹤0.01%
+3,874
3603
$136K ﹤0.01%
+28,304
3604
$136K ﹤0.01%
+6,458
3605
$136K ﹤0.01%
+3,579
3606
$136K ﹤0.01%
+3,752
3607
$135K ﹤0.01%
+23,463
3608
$135K ﹤0.01%
+6,019
3609
$135K ﹤0.01%
+2,161
3610
$135K ﹤0.01%
+17,270
3611
$135K ﹤0.01%
+22,764
3612
$134K ﹤0.01%
+4,366
3613
$134K ﹤0.01%
+2,387
3614
$134K ﹤0.01%
+9,794
3615
$133K ﹤0.01%
+6,892
3616
$133K ﹤0.01%
+11,845
3617
$133K ﹤0.01%
+7,419
3618
$132K ﹤0.01%
+4,000
3619
$132K ﹤0.01%
+4,261
3620
$132K ﹤0.01%
+4,214
3621
$132K ﹤0.01%
+14,103
3622
$131K ﹤0.01%
+7,628
3623
$131K ﹤0.01%
+6,430
3624
$131K ﹤0.01%
+3,279
3625
$131K ﹤0.01%
+8,664
143 144
145
146 147