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
5276
$10K ﹤0.01%
+580
5277
$10K ﹤0.01%
+317
5278
$10K ﹤0.01%
+2,680
5279
$10K ﹤0.01%
+651
5280
$10K ﹤0.01%
+175
5281
$10K ﹤0.01%
+400
5282
$10K ﹤0.01%
+529
5283
$10K ﹤0.01%
+9,500
5284
$10K ﹤0.01%
+185
5285
$10K ﹤0.01%
+180
5286
$10K ﹤0.01%
+460
5287
$10K ﹤0.01%
+1,100
5288
$10K ﹤0.01%
+800
5289
$10K ﹤0.01%
+1,601
5290
$10K ﹤0.01%
+3,414
5291
$10K ﹤0.01%
+5,265
5292
$10K ﹤0.01%
+854
5293
$10K ﹤0.01%
+67
5294
$10K ﹤0.01%
+10,000
5295
$10K ﹤0.01%
+1,500
5296
$10K ﹤0.01%
+2,664
5297
$9K ﹤0.01%
+3,000
5298
$9K ﹤0.01%
+7,072
5299
$9K ﹤0.01%
+460
5300
$9K ﹤0.01%
+2,187
210 211
212
213 214