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
4451
$36K ﹤0.01%
+3,000
4452
$36K ﹤0.01%
+2,758
4453
$36K ﹤0.01%
+1,118
4454
$36K ﹤0.01%
+13,250
4455
$36K ﹤0.01%
+1,500
4456
$36K ﹤0.01%
+9,584
4457
$36K ﹤0.01%
+65,100
4458
$36K ﹤0.01%
+1,137
4459
$36K ﹤0.01%
+2,396
4460
$35K ﹤0.01%
+631
4461
$35K ﹤0.01%
+1,446
4462
$35K ﹤0.01%
+14,245
4463
$35K ﹤0.01%
+1,535
4464
$35K ﹤0.01%
+9
4465
$35K ﹤0.01%
+1,614
4466
$35K ﹤0.01%
+1,500
4467
$35K ﹤0.01%
+3,656
4468
$35K ﹤0.01%
+24
4469
$35K ﹤0.01%
+8,416
4470
$35K ﹤0.01%
+30,944
4471
$35K ﹤0.01%
+4,453
4472
$35K ﹤0.01%
+75
4473
$35K ﹤0.01%
+1,251
4474
$35K ﹤0.01%
+2,429
4475
$35K ﹤0.01%
+2,606
177 178
179
180 181