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
3751
$107K ﹤0.01%
+2,083
3752
$107K ﹤0.01%
+280
3753
$107K ﹤0.01%
+8,166
3754
$107K ﹤0.01%
+8,648
3755
$107K ﹤0.01%
+59,007
3756
$106K ﹤0.01%
+11,579
3757
$106K ﹤0.01%
+7,096
3758
$106K ﹤0.01%
+15,496
3759
$106K ﹤0.01%
+5,280
3760
$106K ﹤0.01%
+3,717
3761
$106K ﹤0.01%
+20,309
3762
$106K ﹤0.01%
+22,500
3763
$105K ﹤0.01%
+13,200
3764
$105K ﹤0.01%
+12,175
3765
$105K ﹤0.01%
+7,190
3766
$104K ﹤0.01%
+4,155
3767
$104K ﹤0.01%
+7,221
3768
$104K ﹤0.01%
+1,977
3769
$103K ﹤0.01%
+9,711
3770
$103K ﹤0.01%
+9,914
3771
$103K ﹤0.01%
+2,320
3772
$103K ﹤0.01%
+6,861
3773
$102K ﹤0.01%
+6,376
3774
$102K ﹤0.01%
+2,002
3775
$102K ﹤0.01%
+10,676
149 150
151
152 153