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
476
$22.5M 0.03%
+76,826
477
$22.4M 0.03%
+1,200,510
478
$22.3M 0.03%
+339,269
479
$22.3M 0.03%
+1,628,615
480
$22.3M 0.03%
+5,961,089
481
$22.3M 0.03%
+1,132,493
482
$22.1M 0.03%
+1,181,285
483
$22M 0.03%
+2,690,769
484
$22M 0.03%
+295,343
485
$21.9M 0.03%
+629,827
486
$21.8M 0.03%
+26,413
487
$21.8M 0.03%
+478,138
488
$21.7M 0.03%
+1,147,231
489
$21.6M 0.03%
+415,355
490
$21.6M 0.03%
+3,060,762
491
$21.6M 0.03%
+262,924
492
$21.5M 0.03%
+297,601
493
$21.5M 0.03%
+1,096,063
494
$21.3M 0.03%
+941,385
495
$21.1M 0.03%
+1,478,611
496
$20.9M 0.02%
+584,351
497
$20.9M 0.02%
+481,665
498
$20.7M 0.02%
+456,781
499
$20.6M 0.02%
+657,738
500
$20.5M 0.02%
+593,308
18 19
20
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