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
4426
$38K ﹤0.01%
+1,500
4427
$38K ﹤0.01%
+3,045
4428
$38K ﹤0.01%
+2,261
4429
$38K ﹤0.01%
+11,011
4430
$38K ﹤0.01%
+2,414
4431
$37K ﹤0.01%
+49
4432
$37K ﹤0.01%
+3,653
4433
$37K ﹤0.01%
+752
4434
$37K ﹤0.01%
+16,000
4435
$37K ﹤0.01%
+1,248
4436
$37K ﹤0.01%
+247
4437
$37K ﹤0.01%
+4,100
4438
$37K ﹤0.01%
+1,453
4439
$37K ﹤0.01%
+3,260
4440
$37K ﹤0.01%
+1,814
4441
$37K ﹤0.01%
+2,500
4442
$37K ﹤0.01%
+15,280
4443
$37K ﹤0.01%
+13,305
4444
$37K ﹤0.01%
+1,143
4445
$37K ﹤0.01%
+23,856
4446
$37K ﹤0.01%
+2,130
4447
$36K ﹤0.01%
+200
4448
$36K ﹤0.01%
+1,102
4449
$36K ﹤0.01%
+800
4450
$36K ﹤0.01%
+1,172
176 177
178
179 180