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
4051
$64K ﹤0.01%
+1,868
4052
$64K ﹤0.01%
+1,843
4053
$64K ﹤0.01%
+1,153
4054
$64K ﹤0.01%
+39,000
4055
$64K ﹤0.01%
+5,601
4056
$64K ﹤0.01%
+2,310
4057
$64K ﹤0.01%
+6,722
4058
$64K ﹤0.01%
+1,712
4059
$64K ﹤0.01%
+26,656
4060
$64K ﹤0.01%
+5,800
4061
$63K ﹤0.01%
+20,224
4062
$63K ﹤0.01%
+2,769
4063
$63K ﹤0.01%
+1,567
4064
$63K ﹤0.01%
+36,072
4065
$63K ﹤0.01%
+384
4066
$63K ﹤0.01%
+3,078
4067
$63K ﹤0.01%
+4,731
4068
$63K ﹤0.01%
+2,482
4069
$63K ﹤0.01%
+4,596
4070
$63K ﹤0.01%
+9,855
4071
$63K ﹤0.01%
+621
4072
$62K ﹤0.01%
+3,870
4073
$62K ﹤0.01%
+616
4074
$62K ﹤0.01%
+6,150
4075
$62K ﹤0.01%
+694
161 162
163
164 165