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
3976
$73K ﹤0.01%
+9,517
3977
$73K ﹤0.01%
+2,213
3978
$73K ﹤0.01%
+3,489
3979
$73K ﹤0.01%
+1,222
3980
$73K ﹤0.01%
+14,172
3981
$73K ﹤0.01%
+32,000
3982
$73K ﹤0.01%
+4,173
3983
$72K ﹤0.01%
+2,489
3984
$72K ﹤0.01%
+12,669
3985
$72K ﹤0.01%
+1,438
3986
$72K ﹤0.01%
+2,949
3987
$72K ﹤0.01%
+1,975
3988
$72K ﹤0.01%
+4,249
3989
$72K ﹤0.01%
+1,408
3990
$72K ﹤0.01%
+4,630
3991
$71K ﹤0.01%
+13,872
3992
$71K ﹤0.01%
+4,503
3993
$71K ﹤0.01%
+145
3994
$71K ﹤0.01%
+25,326
3995
$71K ﹤0.01%
+1,854
3996
$71K ﹤0.01%
+3,363
3997
$71K ﹤0.01%
+4,262
3998
$71K ﹤0.01%
+1,150
3999
$71K ﹤0.01%
+553
4000
$70K ﹤0.01%
+847
158 159
160
161 162