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
4701
$25K ﹤0.01%
+590
4702
$25K ﹤0.01%
+2,635
4703
$25K ﹤0.01%
+4,025
4704
$25K ﹤0.01%
+72
4705
$25K ﹤0.01%
+1,000
4706
$25K ﹤0.01%
+1,768
4707
$25K ﹤0.01%
+680
4708
$25K ﹤0.01%
+6,794
4709
$25K ﹤0.01%
+10,155
4710
$25K ﹤0.01%
+832
4711
$25K ﹤0.01%
+4,929
4712
$25K ﹤0.01%
+6,545
4713
$25K ﹤0.01%
+807
4714
$24K ﹤0.01%
+2,175
4715
$24K ﹤0.01%
+3,971
4716
$24K ﹤0.01%
+832
4717
$24K ﹤0.01%
+2,384
4718
$24K ﹤0.01%
+774
4719
$24K ﹤0.01%
+1,642
4720
$24K ﹤0.01%
+1,865
4721
$24K ﹤0.01%
+3,704
4722
$24K ﹤0.01%
+2,000
4723
$24K ﹤0.01%
+1,050
4724
$24K ﹤0.01%
+2,080
4725
$24K ﹤0.01%
+2,554
187 188
189
190 191