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
3951
$77K ﹤0.01%
+3,966
3952
$76K ﹤0.01%
+5,336
3953
$76K ﹤0.01%
+9,258
3954
$76K ﹤0.01%
+51,993
3955
$76K ﹤0.01%
+3,237
3956
$76K ﹤0.01%
+7,801
3957
$76K ﹤0.01%
+3,710
3958
$76K ﹤0.01%
+2,073
3959
$76K ﹤0.01%
+9,185
3960
$76K ﹤0.01%
+4,660
3961
$76K ﹤0.01%
+1,716
3962
$75K ﹤0.01%
+1,009
3963
$75K ﹤0.01%
+2,995
3964
$75K ﹤0.01%
+17,862
3965
$75K ﹤0.01%
+2,894
3966
$75K ﹤0.01%
+3,531
3967
$75K ﹤0.01%
+4,413
3968
$74K ﹤0.01%
+3,010
3969
$74K ﹤0.01%
+3,509
3970
$74K ﹤0.01%
+2,200
3971
$74K ﹤0.01%
+2,827
3972
$74K ﹤0.01%
+62
3973
$74K ﹤0.01%
+9,450
3974
$74K ﹤0.01%
+11,023
3975
$73K ﹤0.01%
+308
157 158
159
160 161