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
3901
$82K ﹤0.01%
+9,461
3902
$82K ﹤0.01%
+2,366
3903
$82K ﹤0.01%
+2,321
3904
$82K ﹤0.01%
+6,238
3905
$82K ﹤0.01%
+3,801
3906
$82K ﹤0.01%
+7,236
3907
$82K ﹤0.01%
+1,040
3908
$82K ﹤0.01%
+7,476
3909
$82K ﹤0.01%
+144
3910
$82K ﹤0.01%
+11,003
3911
$82K ﹤0.01%
+1,823
3912
$81K ﹤0.01%
+540
3913
$81K ﹤0.01%
+7,808
3914
$81K ﹤0.01%
+6,228
3915
$81K ﹤0.01%
+2,658
3916
$81K ﹤0.01%
+2,025
3917
$81K ﹤0.01%
+2,045
3918
$80K ﹤0.01%
+106
3919
$80K ﹤0.01%
+3,224
3920
$80K ﹤0.01%
+3,042
3921
$80K ﹤0.01%
+156,626
3922
$80K ﹤0.01%
+323
3923
$80K ﹤0.01%
+5,099
3924
$80K ﹤0.01%
+5,708
3925
$80K ﹤0.01%
+813
155 156
157
158 159