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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5126
$13K ﹤0.01%
+1,300
5127
$13K ﹤0.01%
+1,033
5128
$13K ﹤0.01%
+6,819
5129
$13K ﹤0.01%
+3,486
5130
$13K ﹤0.01%
+540
5131
$13K ﹤0.01%
+8,074
5132
$12K ﹤0.01%
+2,393
5133
$12K ﹤0.01%
+6,700
5134
$12K ﹤0.01%
+172
5135
$12K ﹤0.01%
+595
5136
$12K ﹤0.01%
+2,093
5137
$12K ﹤0.01%
+927
5138
$12K ﹤0.01%
+4,960
5139
$12K ﹤0.01%
+1,100
5140
$12K ﹤0.01%
+818
5141
$12K ﹤0.01%
+4,914
5142
$12K ﹤0.01%
+680
5143
$12K ﹤0.01%
+2,949
5144
$12K ﹤0.01%
+8
5145
$12K ﹤0.01%
+473
5146
$12K ﹤0.01%
+1,829
5147
$12K ﹤0.01%
+2,038
5148
$12K ﹤0.01%
+789
5149
$12K ﹤0.01%
+500
5150
$12K ﹤0.01%
+9,800
204 205
206
207 208