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
4751
$24K ﹤0.01%
+3,485
4752
$24K ﹤0.01%
+440
4753
$24K ﹤0.01%
+5,238
4754
$24K ﹤0.01%
+651
4755
$23K ﹤0.01%
+2,079
4756
$23K ﹤0.01%
+162
4757
$23K ﹤0.01%
+2,453
4758
$23K ﹤0.01%
+1,263
4759
$23K ﹤0.01%
+2,103
4760
$23K ﹤0.01%
+8,464
4761
– –
0
4762
$23K ﹤0.01%
+2,777
4763
$23K ﹤0.01%
+3,483
4764
$23K ﹤0.01%
+1,184
4765
$23K ﹤0.01%
+1,150
4766
$23K ﹤0.01%
+1,115
4767
$23K ﹤0.01%
+850
4768
$23K ﹤0.01%
+1,597
4769
$23K ﹤0.01%
+2,208
4770
$23K ﹤0.01%
+612
4771
$23K ﹤0.01%
+1,401
4772
$23K ﹤0.01%
+1,717
4773
$23K ﹤0.01%
+2,000
4774
$23K ﹤0.01%
+3,043
4775
$22K ﹤0.01%
+559
189 190
191
192 193