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
4576
$30K ﹤0.01%
+16,910
4577
$30K ﹤0.01%
+1,265
4578
$30K ﹤0.01%
+1,131
4579
$30K ﹤0.01%
+4,621
4580
$30K ﹤0.01%
+3,467
4581
$30K ﹤0.01%
+408
4582
$30K ﹤0.01%
+2,035
4583
$30K ﹤0.01%
+404
4584
$30K ﹤0.01%
+348
4585
$30K ﹤0.01%
+10,740
4586
$30K ﹤0.01%
+2,850
4587
$30K ﹤0.01%
+1,238
4588
$30K ﹤0.01%
+2,419
4589
$30K ﹤0.01%
+1,783
4590
$29K ﹤0.01%
+4,599
4591
$29K ﹤0.01%
+686
4592
$29K ﹤0.01%
+1,020
4593
$29K ﹤0.01%
+1,010
4594
$29K ﹤0.01%
+60
4595
$29K ﹤0.01%
+594
4596
$29K ﹤0.01%
+5,020
4597
$29K ﹤0.01%
+2,104
4598
$29K ﹤0.01%
+1,664
4599
$29K ﹤0.01%
+1,141
4600
$29K ﹤0.01%
+296
182 183
184
185 186