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
4551
$31K ﹤0.01%
+3
4552
$31K ﹤0.01%
+526
4553
$31K ﹤0.01%
+8,616
4554
$31K ﹤0.01%
+856
4555
$31K ﹤0.01%
+55
4556
$31K ﹤0.01%
+70
4557
$31K ﹤0.01%
+2,319
4558
$31K ﹤0.01%
+2,135
4559
$31K ﹤0.01%
+1,116
4560
$31K ﹤0.01%
+3,487
4561
$31K ﹤0.01%
+180
4562
$31K ﹤0.01%
+3,284
4563
$31K ﹤0.01%
+2,712
4564
$31K ﹤0.01%
+2,599
4565
$31K ﹤0.01%
+3,859
4566
$31K ﹤0.01%
+2,444
4567
$30K ﹤0.01%
+47,850
4568
$30K ﹤0.01%
+4,724
4569
$30K ﹤0.01%
+875
4570
$30K ﹤0.01%
+16,647
4571
$30K ﹤0.01%
+915
4572
$30K ﹤0.01%
+2,584
4573
$30K ﹤0.01%
+1,704
4574
$30K ﹤0.01%
+3,473
4575
$30K ﹤0.01%
+46
181 182
183
184 185