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
3701
$115K ﹤0.01%
+4,538
3702
$115K ﹤0.01%
+43,043
3703
$115K ﹤0.01%
+10,000
3704
$115K ﹤0.01%
+3,854
3705
$114K ﹤0.01%
+3,387
3706
$114K ﹤0.01%
+23,028
3707
$114K ﹤0.01%
+8,700
3708
$113K ﹤0.01%
+8,628
3709
$113K ﹤0.01%
+943
3710
$113K ﹤0.01%
+7,942
3711
$113K ﹤0.01%
+6,688
3712
$113K ﹤0.01%
+299
3713
$113K ﹤0.01%
+2,344
3714
$113K ﹤0.01%
+28,733
3715
$113K ﹤0.01%
+8,620
3716
$113K ﹤0.01%
+28,131
3717
$113K ﹤0.01%
+8,735
3718
$113K ﹤0.01%
+1,984
3719
$112K ﹤0.01%
+18,493
3720
$112K ﹤0.01%
+6,120
3721
$112K ﹤0.01%
+59,678
3722
$112K ﹤0.01%
+3,579
3723
$112K ﹤0.01%
+5,658
3724
$112K ﹤0.01%
+5,588
3725
$112K ﹤0.01%
+9,737
147 148
149
150 151