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
4326
$43K ﹤0.01%
+717
4327
$43K ﹤0.01%
+1,017
4328
$43K ﹤0.01%
+1,940
4329
$43K ﹤0.01%
+1,700
4330
$42K ﹤0.01%
+7,000
4331
$42K ﹤0.01%
+1,804
4332
$42K ﹤0.01%
+5,640
4333
$42K ﹤0.01%
+879
4334
$42K ﹤0.01%
+31,506
4335
$42K ﹤0.01%
+1,765
4336
$42K ﹤0.01%
+2,768
4337
$42K ﹤0.01%
+879
4338
$42K ﹤0.01%
+4,700
4339
$42K ﹤0.01%
+3,215
4340
$42K ﹤0.01%
+2,000
4341
$42K ﹤0.01%
+3,361
4342
$42K ﹤0.01%
+4,850
4343
$42K ﹤0.01%
+100
4344
$42K ﹤0.01%
+2,812
4345
$41K ﹤0.01%
+4,273
4346
$41K ﹤0.01%
+8,923
4347
$41K ﹤0.01%
+2,418
4348
$41K ﹤0.01%
+1,084
4349
$41K ﹤0.01%
+3,582
4350
$41K ﹤0.01%
+4
172 173
174
175 176