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
4201
$52K ﹤0.01%
+3,576
4202
$52K ﹤0.01%
+5,296
4203
$52K ﹤0.01%
+1,224
4204
$52K ﹤0.01%
+3,753
4205
$52K ﹤0.01%
+2,864
4206
$52K ﹤0.01%
+8,748
4207
$51K ﹤0.01%
+2,240
4208
$51K ﹤0.01%
+1,429
4209
$51K ﹤0.01%
+2,036
4210
$51K ﹤0.01%
+1,756
4211
$51K ﹤0.01%
+2,200
4212
$51K ﹤0.01%
+6,250
4213
$51K ﹤0.01%
+4,203
4214
$51K ﹤0.01%
+1,097
4215
$51K ﹤0.01%
+15,141
4216
$51K ﹤0.01%
+519
4217
$50K ﹤0.01%
+2,306
4218
$50K ﹤0.01%
+5,060
4219
$50K ﹤0.01%
+1,838
4220
$50K ﹤0.01%
+16,980
4221
$50K ﹤0.01%
+1,045
4222
$50K ﹤0.01%
+1,233
4223
$50K ﹤0.01%
+2,492
4224
$50K ﹤0.01%
+414
4225
$50K ﹤0.01%
+3,503
167 168
169
170 171