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
4176
$53K ﹤0.01%
+1,999
4177
$53K ﹤0.01%
+4,118
4178
$53K ﹤0.01%
+4,364
4179
$53K ﹤0.01%
+5,121
4180
$53K ﹤0.01%
+473
4181
$53K ﹤0.01%
+5,435
4182
$53K ﹤0.01%
+2,332
4183
$53K ﹤0.01%
+5,367
4184
$53K ﹤0.01%
+14,551
4185
$53K ﹤0.01%
+1,100
4186
$53K ﹤0.01%
+1,936
4187
$53K ﹤0.01%
+1,835
4188
$53K ﹤0.01%
+1,599
4189
$53K ﹤0.01%
+1,082
4190
$52K ﹤0.01%
+1,350
4191
$52K ﹤0.01%
+10,300
4192
$52K ﹤0.01%
+1,473
4193
$52K ﹤0.01%
+2,580
4194
$52K ﹤0.01%
+2,503
4195
$52K ﹤0.01%
+1,746
4196
$52K ﹤0.01%
+523
4197
$52K ﹤0.01%
+2,215
4198
$52K ﹤0.01%
+2,678
4199
$52K ﹤0.01%
+2,114
4200
$52K ﹤0.01%
+2,107
166 167
168
169 170