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
3826
$94K ﹤0.01%
+3,186
3827
$94K ﹤0.01%
+295
3828
$94K ﹤0.01%
+2,255
3829
$93K ﹤0.01%
+10,600
3830
$93K ﹤0.01%
+2,345
3831
$93K ﹤0.01%
+2,040
3832
$93K ﹤0.01%
+6,182
3833
$93K ﹤0.01%
+6,826
3834
$92K ﹤0.01%
+2,261
3835
$92K ﹤0.01%
+1,171
3836
$92K ﹤0.01%
+2,242
3837
$92K ﹤0.01%
+44,044
3838
$92K ﹤0.01%
+11,828
3839
$92K ﹤0.01%
+3,678
3840
$92K ﹤0.01%
+11,049
3841
$92K ﹤0.01%
+3,649
3842
$91K ﹤0.01%
+11,702
3843
$91K ﹤0.01%
+3,425
3844
$91K ﹤0.01%
+5,132
3845
$91K ﹤0.01%
+4,222
3846
$91K ﹤0.01%
+31,300
3847
$91K ﹤0.01%
+10,347
3848
$91K ﹤0.01%
+6,415
3849
$90K ﹤0.01%
+4,288
3850
$90K ﹤0.01%
+5,657
152 153
154
155 156