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
3776
$102K ﹤0.01%
+3,479
3777
$102K ﹤0.01%
+3,128
3778
$102K ﹤0.01%
+7,020
3779
$101K ﹤0.01%
+12,373
3780
$101K ﹤0.01%
+25,180
3781
$101K ﹤0.01%
+7,878
3782
$100K ﹤0.01%
+4,980
3783
$100K ﹤0.01%
+1,375
3784
$100K ﹤0.01%
+17,724
3785
$100K ﹤0.01%
+3,278
3786
$100K ﹤0.01%
+5,000
3787
$100K ﹤0.01%
+1,265
3788
$100K ﹤0.01%
+790
3789
$99K ﹤0.01%
+3,558
3790
$99K ﹤0.01%
+12,206
3791
$99K ﹤0.01%
+6,923
3792
– –
0
3793
$99K ﹤0.01%
+2,291
3794
$99K ﹤0.01%
+2,759
3795
$99K ﹤0.01%
+2,690
3796
$99K ﹤0.01%
+2,114
3797
$99K ﹤0.01%
+13,922
3798
$98K ﹤0.01%
+3,976
3799
$98K ﹤0.01%
+925
3800
$98K ﹤0.01%
+15,598
150 151
152
153 154