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
4251
$48K ﹤0.01%
+1,369
4252
$48K ﹤0.01%
+661
4253
$48K ﹤0.01%
+435,004
4254
$48K ﹤0.01%
+11,961
4255
$48K ﹤0.01%
+850
4256
$47K ﹤0.01%
+7,924
4257
$47K ﹤0.01%
+4,516
4258
$47K ﹤0.01%
+2,180
4259
$47K ﹤0.01%
+2,453
4260
$47K ﹤0.01%
+54
4261
$47K ﹤0.01%
+3,381
4262
$47K ﹤0.01%
+1,240
4263
$47K ﹤0.01%
+4,159
4264
$47K ﹤0.01%
+999
4265
$47K ﹤0.01%
+685
4266
$47K ﹤0.01%
+2,015
4267
$47K ﹤0.01%
+1,286
4268
$47K ﹤0.01%
+929
4269
$46K ﹤0.01%
+1,552
4270
$46K ﹤0.01%
+3,500
4271
$46K ﹤0.01%
+1,350
4272
$46K ﹤0.01%
+3,710
4273
$46K ﹤0.01%
+3,962
4274
$46K ﹤0.01%
+3,176
4275
$46K ﹤0.01%
+978
169 170
171
172 173