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
4151
$56K ﹤0.01%
+8,412
4152
$56K ﹤0.01%
+430
4153
$56K ﹤0.01%
+3,402
4154
$56K ﹤0.01%
+13,216
4155
$56K ﹤0.01%
+3,975
4156
$56K ﹤0.01%
+11,813
4157
$55K ﹤0.01%
+2,721
4158
$55K ﹤0.01%
+1,980
4159
$55K ﹤0.01%
+4,060
4160
$55K ﹤0.01%
+1,884
4161
$55K ﹤0.01%
+1,312
4162
$55K ﹤0.01%
+1,000
4163
$54K ﹤0.01%
+19,839
4164
$54K ﹤0.01%
+1,729
4165
$54K ﹤0.01%
+3,404
4166
$54K ﹤0.01%
+2,307
4167
$54K ﹤0.01%
+1,597
4168
$54K ﹤0.01%
+3,716
4169
$54K ﹤0.01%
+18,905
4170
$54K ﹤0.01%
+1,050
4171
$54K ﹤0.01%
+3,857
4172
$54K ﹤0.01%
+18,765
4173
$54K ﹤0.01%
+1,634
4174
$54K ﹤0.01%
+2,641
4175
$54K ﹤0.01%
+21,100
165 166
167
168 169