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
3801
$98K ﹤0.01%
+1,336
3802
$98K ﹤0.01%
+4,336
3803
$98K ﹤0.01%
+3,642
3804
$98K ﹤0.01%
+1,349
3805
$98K ﹤0.01%
+17,029
3806
$97K ﹤0.01%
+1,644
3807
$97K ﹤0.01%
+4,249
3808
$97K ﹤0.01%
+5,334
3809
$97K ﹤0.01%
+5,775
3810
$97K ﹤0.01%
+7,500
3811
$97K ﹤0.01%
+4,826
3812
$96K ﹤0.01%
+5,685
3813
$96K ﹤0.01%
+2,614
3814
$96K ﹤0.01%
+19
3815
$96K ﹤0.01%
+8,745
3816
$96K ﹤0.01%
+10,362
3817
$96K ﹤0.01%
+25,174
3818
$96K ﹤0.01%
+7,559
3819
$96K ﹤0.01%
+15,636
3820
$96K ﹤0.01%
+1,937
3821
$95K ﹤0.01%
+340
3822
– –
0
3823
$95K ﹤0.01%
+6,065
3824
$94K ﹤0.01%
+1,568
3825
$94K ﹤0.01%
+10,211
151 152
153
154 155