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
501
$20.5M 0.02%
+354,844
502
$20.5M 0.02%
+237,983
503
$20.5M 0.02%
+885,720
504
$20.4M 0.02%
+226,486
505
$20.4M 0.02%
+416,809
506
$20.4M 0.02%
+650,661
507
$20.4M 0.02%
+350,465
508
$20.4M 0.02%
+1,365,330
509
$20.2M 0.02%
+424,906
510
$20.2M 0.02%
+787,590
511
$20.2M 0.02%
+716,653
512
$20.1M 0.02%
+388,091
513
$20.1M 0.02%
+374,332
514
$20M 0.02%
+311,484
515
$20M 0.02%
+825,964
516
$19.9M 0.02%
+297,748
517
$19.9M 0.02%
+124,188
518
$19.8M 0.02%
+411,381
519
$19.8M 0.02%
+609,655
520
$19.8M 0.02%
+504,446
521
$19.7M 0.02%
+461,823
522
$19.6M 0.02%
+780,879
523
$19.5M 0.02%
+308,262
524
$19.5M 0.02%
+733,958
525
$19.5M 0.02%
+1,865,309
19 20
21
22 23