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
351
$35.8M 0.04%
+1,124,019
352
$35.4M 0.04%
+1,234,928
353
$35.3M 0.04%
+467,097
354
$35.3M 0.04%
+306,454
355
$35.2M 0.04%
+859,218
356
$35.1M 0.04%
+830,619
357
$35M 0.04%
+521,831
358
$34.8M 0.04%
+511,553
359
$34.6M 0.04%
+682,291
360
$34.5M 0.04%
+963,434
361
$33.8M 0.04%
+1,041,782
362
$33.7M 0.04%
+733,550
363
$33.6M 0.04%
+1,468,254
364
$33.3M 0.04%
+1,754,455
365
$33.2M 0.04%
+808,111
366
$33.1M 0.04%
+625,832
367
$33M 0.04%
+1,018,946
368
$32.9M 0.04%
+620,636
369
$32.8M 0.04%
+1,836,816
370
$32.8M 0.04%
+1,326,388
371
$32.8M 0.04%
+152,270
372
$32.6M 0.04%
+1,369,916
373
$32.6M 0.04%
+3,088,730
374
$32.4M 0.04%
+524,994
375
$32.3M 0.04%
+782,609
13 14
15
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