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
3876
$86K ﹤0.01%
+2,184
3877
$85K ﹤0.01%
+4,112
3878
$85K ﹤0.01%
+27,624
3879
$85K ﹤0.01%
+10,478
3880
$85K ﹤0.01%
+9,616
3881
$85K ﹤0.01%
+5,946
3882
$85K ﹤0.01%
+4,621
3883
$84K ﹤0.01%
+5,316
3884
$84K ﹤0.01%
+342
3885
$84K ﹤0.01%
+3,863
3886
$84K ﹤0.01%
+10,000
3887
$84K ﹤0.01%
+5,159
3888
$84K ﹤0.01%
+12,193
3889
$84K ﹤0.01%
+9,578
3890
$83K ﹤0.01%
+6,562
3891
$83K ﹤0.01%
+1,626
3892
$83K ﹤0.01%
+4,825
3893
$83K ﹤0.01%
+9,615
3894
$83K ﹤0.01%
+2,368
3895
$83K ﹤0.01%
+4,548
3896
$83K ﹤0.01%
+1,945
3897
$82K ﹤0.01%
+4,674
3898
$82K ﹤0.01%
+7,260
3899
$82K ﹤0.01%
+8,754
3900
$82K ﹤0.01%
+3,559
154 155
156
157 158