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
4076
$62K ﹤0.01%
+8,200
4077
$62K ﹤0.01%
+5,341
4078
$62K ﹤0.01%
+1,690
4079
$62K ﹤0.01%
+552
4080
$62K ﹤0.01%
+7,039
4081
$62K ﹤0.01%
+4,146
4082
$62K ﹤0.01%
+2,434
4083
$62K ﹤0.01%
+3,834
4084
$62K ﹤0.01%
+4,000
4085
$62K ﹤0.01%
+5,775
4086
$62K ﹤0.01%
+5,139
4087
$62K ﹤0.01%
+4,640
4088
$62K ﹤0.01%
+1,157
4089
$62K ﹤0.01%
+1,900
4090
$62K ﹤0.01%
+52,450
4091
$62K ﹤0.01%
+2,079
4092
$61K ﹤0.01%
+207
4093
$61K ﹤0.01%
+9,543
4094
$61K ﹤0.01%
+1,812
4095
$61K ﹤0.01%
+2,672
4096
$61K ﹤0.01%
+3,063
4097
$61K ﹤0.01%
+7,124
4098
$61K ﹤0.01%
+2,783
4099
$61K ﹤0.01%
+2,050
4100
$61K ﹤0.01%
+21,764
162 163
164
165 166