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
4001
$70K ﹤0.01%
+15,622
4002
$70K ﹤0.01%
+3,580
4003
$70K ﹤0.01%
+3,023
4004
$70K ﹤0.01%
+10,202
4005
$69K ﹤0.01%
+11,000
4006
$69K ﹤0.01%
+2,792
4007
$69K ﹤0.01%
+4,839
4008
$69K ﹤0.01%
+3,992
4009
$69K ﹤0.01%
+2,506
4010
$69K ﹤0.01%
+8,743
4011
$69K ﹤0.01%
+2,436
4012
$69K ﹤0.01%
+5,647
4013
$69K ﹤0.01%
+20,000
4014
$68K ﹤0.01%
+3,098
4015
$68K ﹤0.01%
+2,866
4016
$68K ﹤0.01%
+3,590
4017
$68K ﹤0.01%
+1,030
4018
$68K ﹤0.01%
+1,754
4019
$68K ﹤0.01%
+3,140
4020
$68K ﹤0.01%
+11,146
4021
$68K ﹤0.01%
+3,411
4022
$68K ﹤0.01%
+9,533
4023
$68K ﹤0.01%
+11,699
4024
$67K ﹤0.01%
+2,128
4025
$67K ﹤0.01%
+2,550
159 160
161
162 163