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
4026
$67K ﹤0.01%
+11,725
4027
$67K ﹤0.01%
+1,978
4028
$67K ﹤0.01%
+2,575
4029
$66K ﹤0.01%
+772
4030
$66K ﹤0.01%
+1,893
4031
$66K ﹤0.01%
+3,785
4032
$66K ﹤0.01%
+14,394
4033
$66K ﹤0.01%
+594
4034
$65K ﹤0.01%
+136
4035
$65K ﹤0.01%
+2,636
4036
$65K ﹤0.01%
+1,857
4037
$65K ﹤0.01%
+804
4038
$65K ﹤0.01%
+2,956
4039
$65K ﹤0.01%
+10,194
4040
$65K ﹤0.01%
+4,776
4041
$65K ﹤0.01%
+140
4042
$65K ﹤0.01%
+1,979
4043
$65K ﹤0.01%
+3,590
4044
$65K ﹤0.01%
+4,715
4045
$65K ﹤0.01%
+3,846
4046
– –
0
4047
$65K ﹤0.01%
+8,130
4048
$65K ﹤0.01%
+4,516
4049
$64K ﹤0.01%
+12,668
4050
$64K ﹤0.01%
+4,104
160 161
162
163 164