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
4401
$39K ﹤0.01%
+1,521
4402
$39K ﹤0.01%
+1,213
4403
$39K ﹤0.01%
+416
4404
$39K ﹤0.01%
+2,661
4405
$39K ﹤0.01%
+10,702
4406
$39K ﹤0.01%
+2,045
4407
$39K ﹤0.01%
+2,616
4408
$39K ﹤0.01%
+1,557
4409
$39K ﹤0.01%
+7,651
4410
$38K ﹤0.01%
+1,558
4411
$38K ﹤0.01%
+17,632
4412
$38K ﹤0.01%
+337
4413
$38K ﹤0.01%
+5,826
4414
$38K ﹤0.01%
+3,263
4415
$38K ﹤0.01%
+1,228
4416
$38K ﹤0.01%
+65
4417
$38K ﹤0.01%
+10,751
4418
$38K ﹤0.01%
+1,148
4419
$38K ﹤0.01%
+1,050
4420
$38K ﹤0.01%
+7,050
4421
$38K ﹤0.01%
+4,104
4422
$38K ﹤0.01%
+2,737
4423
$38K ﹤0.01%
+5,704
4424
$38K ﹤0.01%
+150
4425
$38K ﹤0.01%
+2,252
175 176
177
178 179