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
4476
$35K ﹤0.01%
+1,059
4477
$35K ﹤0.01%
+2,026
4478
$35K ﹤0.01%
+11,232
4479
$35K ﹤0.01%
+13,000
4480
$35K ﹤0.01%
+2,862
4481
$35K ﹤0.01%
+2,836
4482
$35K ﹤0.01%
+1,791
4483
$35K ﹤0.01%
+700
4484
$35K ﹤0.01%
+706
4485
$34K ﹤0.01%
+9,869
4486
$34K ﹤0.01%
+24,196
4487
$34K ﹤0.01%
+600
4488
$34K ﹤0.01%
+5,000
4489
$34K ﹤0.01%
+1,033
4490
$34K ﹤0.01%
+15,567
4491
$34K ﹤0.01%
+2,915
4492
$34K ﹤0.01%
+2,540
4493
$34K ﹤0.01%
+179
4494
$34K ﹤0.01%
+3,292
4495
$34K ﹤0.01%
+1,382
4496
$34K ﹤0.01%
+3,540
4497
$34K ﹤0.01%
+195
4498
$34K ﹤0.01%
+800
4499
$33K ﹤0.01%
+2,222
4500
$33K ﹤0.01%
+1,662
178 179
180
181 182