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
4276
$46K ﹤0.01%
+1,969
4277
$45K ﹤0.01%
+337
4278
$45K ﹤0.01%
+1,178
4279
$45K ﹤0.01%
+5,520
4280
$45K ﹤0.01%
+7,703
4281
$45K ﹤0.01%
+4,098
4282
$45K ﹤0.01%
+3,389
4283
$45K ﹤0.01%
+3,170
4284
$45K ﹤0.01%
+3,726
4285
$45K ﹤0.01%
+3,500
4286
$45K ﹤0.01%
+16,828
4287
$45K ﹤0.01%
+1,598
4288
$45K ﹤0.01%
+3,500
4289
$45K ﹤0.01%
+25,336
4290
$45K ﹤0.01%
+6,388
4291
$45K ﹤0.01%
+822
4292
$44K ﹤0.01%
+1,450
4293
$44K ﹤0.01%
+2,810
4294
$44K ﹤0.01%
+2,829
4295
$44K ﹤0.01%
+523
4296
$44K ﹤0.01%
+1,081
4297
$44K ﹤0.01%
+1,032
4298
$44K ﹤0.01%
+2,881
4299
$44K ﹤0.01%
+69,000
4300
$44K ﹤0.01%
+1,400
170 171
172
173 174