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
4101
$61K ﹤0.01%
+4,333
4102
$60K ﹤0.01%
+1,620
4103
$60K ﹤0.01%
+1,801
4104
$60K ﹤0.01%
+4,349
4105
$60K ﹤0.01%
+62,347
4106
$60K ﹤0.01%
+2,109
4107
$60K ﹤0.01%
+5,936
4108
$60K ﹤0.01%
+1,457
4109
$60K ﹤0.01%
+2,139
4110
$60K ﹤0.01%
+2,099
4111
$60K ﹤0.01%
+4,343
4112
$60K ﹤0.01%
+2,188
4113
$59K ﹤0.01%
+687
4114
$59K ﹤0.01%
+1,184
4115
$59K ﹤0.01%
+4,032
4116
– –
0
4117
$59K ﹤0.01%
+7,128
4118
$59K ﹤0.01%
+1,188
4119
$59K ﹤0.01%
+577
4120
$59K ﹤0.01%
+6,000
4121
$58K ﹤0.01%
+2,937
4122
$58K ﹤0.01%
+4,318
4123
$58K ﹤0.01%
+5,457
4124
$58K ﹤0.01%
+2,232
4125
$58K ﹤0.01%
+3,644
163 164
165
166 167