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
4776
$22K ﹤0.01%
+1,265
4777
$22K ﹤0.01%
+3,268
4778
$22K ﹤0.01%
+1,067
4779
$22K ﹤0.01%
+1,594
4780
$22K ﹤0.01%
+1,120
4781
$22K ﹤0.01%
+912
4782
$22K ﹤0.01%
+428
4783
0
4784
0
4785
$22K ﹤0.01%
+4,396
4786
$22K ﹤0.01%
+2,168
4787
$22K ﹤0.01%
+1,218
4788
$22K ﹤0.01%
+1,000
4789
$22K ﹤0.01%
+1,360
4790
$22K ﹤0.01%
+97
4791
$22K ﹤0.01%
+4,782
4792
$22K ﹤0.01%
+467
4793
$22K ﹤0.01%
+1,587
4794
$22K ﹤0.01%
+5,055
4795
$22K ﹤0.01%
+192
4796
$22K ﹤0.01%
+2,304
4797
$22K ﹤0.01%
+1,656
4798
$22K ﹤0.01%
+1,295
4799
$22K ﹤0.01%
+1,005
4800
$22K ﹤0.01%
+2,000