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
4651
$27K ﹤0.01%
+369
4652
$27K ﹤0.01%
+1,562
4653
$27K ﹤0.01%
+804
4654
$27K ﹤0.01%
+2,424
4655
$27K ﹤0.01%
+2,257
4656
$27K ﹤0.01%
+2,174
4657
$27K ﹤0.01%
+4,000
4658
$27K ﹤0.01%
+6,262
4659
$27K ﹤0.01%
+15,980
4660
$27K ﹤0.01%
+1,130
4661
$27K ﹤0.01%
+1,895
4662
$27K ﹤0.01%
+2,543
4663
$27K ﹤0.01%
+6,926
4664
$27K ﹤0.01%
+2,057
4665
$27K ﹤0.01%
+850
4666
$27K ﹤0.01%
+2,215
4667
$27K ﹤0.01%
+2,000
4668
$27K ﹤0.01%
+2,134
4669
$27K ﹤0.01%
+1,441
4670
$26K ﹤0.01%
+237
4671
$26K ﹤0.01%
+3,000
4672
$26K ﹤0.01%
+8,937
4673
$26K ﹤0.01%
+2,259
4674
$26K ﹤0.01%
+1,725
4675
$26K ﹤0.01%
+2,594
185 186
187
188 189