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
5226
$11K ﹤0.01%
+1,013
5227
$11K ﹤0.01%
+666
5228
$11K ﹤0.01%
+861
5229
$11K ﹤0.01%
+294
5230
$11K ﹤0.01%
+1,348
5231
$11K ﹤0.01%
+1,589
5232
$11K ﹤0.01%
+2,442
5233
$11K ﹤0.01%
+4,124
5234
$11K ﹤0.01%
+25,501
5235
$11K ﹤0.01%
+9,223
5236
$11K ﹤0.01%
+2,150
5237
$11K ﹤0.01%
+194
5238
$10K ﹤0.01%
+709
5239
$10K ﹤0.01%
+72
5240
$10K ﹤0.01%
+229
5241
$10K ﹤0.01%
+1,280
5242
$10K ﹤0.01%
+3,657
5243
$10K ﹤0.01%
+130
5244
$10K ﹤0.01%
+349
5245
$10K ﹤0.01%
+5,217
5246
$10K ﹤0.01%
+289
5247
$10K ﹤0.01%
+484
5248
$10K ﹤0.01%
+711
5249
$10K ﹤0.01%
+2,694
5250
$10K ﹤0.01%
+5
208 209
210
211 212