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
3651
$126K ﹤0.01%
+5,500
3652
$125K ﹤0.01%
+157
3653
$125K ﹤0.01%
+19,702
3654
$125K ﹤0.01%
+9,617
3655
$125K ﹤0.01%
+2,246
3656
$125K ﹤0.01%
+4,169
3657
$125K ﹤0.01%
+1,664
3658
$124K ﹤0.01%
+4,773
3659
$124K ﹤0.01%
+5,101
3660
$124K ﹤0.01%
+6,201
3661
$124K ﹤0.01%
+2,324
3662
$124K ﹤0.01%
+3,649
3663
$124K ﹤0.01%
+31,888
3664
$124K ﹤0.01%
+25,097
3665
$123K ﹤0.01%
+4,792
3666
$123K ﹤0.01%
+11,172
3667
$123K ﹤0.01%
+4,874
3668
$123K ﹤0.01%
+9,125
3669
$123K ﹤0.01%
+5,753
3670
$123K ﹤0.01%
+1,460
3671
$123K ﹤0.01%
+2,138
3672
$123K ﹤0.01%
+5,501
3673
$122K ﹤0.01%
+9,037
3674
$122K ﹤0.01%
+6,513
3675
$122K ﹤0.01%
+180
145 146
147
148 149