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
4626
$28K ﹤0.01%
+167
4627
$28K ﹤0.01%
+3,270
4628
$28K ﹤0.01%
+4,500
4629
$28K ﹤0.01%
+1,330
4630
$28K ﹤0.01%
+1,015
4631
$28K ﹤0.01%
+1,995
4632
$28K ﹤0.01%
+500
4633
$28K ﹤0.01%
+2,981
4634
$28K ﹤0.01%
+8,988
4635
$28K ﹤0.01%
+4,250
4636
$28K ﹤0.01%
+1,692
4637
$28K ﹤0.01%
+1,072
4638
$28K ﹤0.01%
+1,980
4639
$28K ﹤0.01%
+1,616
4640
$28K ﹤0.01%
+1,438
4641
$28K ﹤0.01%
+806
4642
$28K ﹤0.01%
+43,612
4643
$27K ﹤0.01%
+3,528
4644
$27K ﹤0.01%
+3,077
4645
$27K ﹤0.01%
+1,568
4646
$27K ﹤0.01%
+4,163
4647
$27K ﹤0.01%
+122
4648
$27K ﹤0.01%
+500
4649
$27K ﹤0.01%
+3,410
4650
$27K ﹤0.01%
+4,788
184 185
186
187 188