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
3926
$80K ﹤0.01%
+29
3927
$80K ﹤0.01%
+668
3928
$80K ﹤0.01%
+5,777
3929
$79K ﹤0.01%
+589
3930
$79K ﹤0.01%
+2,826
3931
$79K ﹤0.01%
+1,620
3932
$79K ﹤0.01%
+55
3933
$79K ﹤0.01%
+9
3934
$79K ﹤0.01%
+20,104
3935
$79K ﹤0.01%
+8,420
3936
$78K ﹤0.01%
+2,490
3937
$78K ﹤0.01%
+4,243
3938
$78K ﹤0.01%
+3,938
3939
$78K ﹤0.01%
+6,108
3940
$78K ﹤0.01%
+1,798
3941
$78K ﹤0.01%
+5,651
3942
$78K ﹤0.01%
+1,702
3943
$78K ﹤0.01%
+2,175
3944
$78K ﹤0.01%
+4,589
3945
$77K ﹤0.01%
+2,675
3946
$77K ﹤0.01%
+16,057
3947
$77K ﹤0.01%
+919
3948
$77K ﹤0.01%
+13,909
3949
$77K ﹤0.01%
+168,927
3950
$77K ﹤0.01%
+5,748
156 157
158
159 160