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
4301
$44K ﹤0.01%
+3,595
4302
$44K ﹤0.01%
+56,529
4303
$44K ﹤0.01%
+2,600
4304
$44K ﹤0.01%
+1,018
4305
$44K ﹤0.01%
+636
4306
$44K ﹤0.01%
+7,684
4307
$44K ﹤0.01%
+2,121
4308
$44K ﹤0.01%
+13,998
4309
$44K ﹤0.01%
+566
4310
$44K ﹤0.01%
+319
4311
$44K ﹤0.01%
+1,059
4312
$44K ﹤0.01%
+5,797
4313
$43K ﹤0.01%
+3,000
4314
$43K ﹤0.01%
+1,325
4315
$43K ﹤0.01%
+2,462
4316
$43K ﹤0.01%
+3,823
4317
$43K ﹤0.01%
+1,079
4318
$43K ﹤0.01%
+2,814
4319
$43K ﹤0.01%
+5,080
4320
$43K ﹤0.01%
+18,669
4321
$43K ﹤0.01%
+1,245
4322
$43K ﹤0.01%
+2,708
4323
$43K ﹤0.01%
+3,000
4324
$43K ﹤0.01%
+1,981
4325
$43K ﹤0.01%
+3,561
171 172
173
174 175