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
3676
$122K ﹤0.01%
+213
3677
$122K ﹤0.01%
+19,219
3678
$122K ﹤0.01%
+2,586
3679
$122K ﹤0.01%
+17,524
3680
$122K ﹤0.01%
+8,720
3681
$122K ﹤0.01%
+8,527
3682
$121K ﹤0.01%
+4,235
3683
$121K ﹤0.01%
+8,182
3684
$121K ﹤0.01%
+16,100
3685
$120K ﹤0.01%
+3,896
3686
$120K ﹤0.01%
+4,057
3687
$120K ﹤0.01%
+10,224
3688
$120K ﹤0.01%
+26,464
3689
$120K ﹤0.01%
+6,237
3690
$119K ﹤0.01%
+8,839
3691
$119K ﹤0.01%
+1,947
3692
$119K ﹤0.01%
+8,300
3693
$119K ﹤0.01%
+1,489
3694
$119K ﹤0.01%
+8,370
3695
$118K ﹤0.01%
+10,054
3696
$118K ﹤0.01%
+3,749
3697
$117K ﹤0.01%
+4,039
3698
$117K ﹤0.01%
+11,568
3699
$116K ﹤0.01%
+4,924
3700
$116K ﹤0.01%
+2,207
146 147
148
149 150