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
5851
$2K ﹤0.01%
+1,186
5852
$2K ﹤0.01%
+350
5853
– –
0
5854
$2K ﹤0.01%
+1,173
5855
$2K ﹤0.01%
+591
5856
$2K ﹤0.01%
+148
5857
$2K ﹤0.01%
+38
5858
$2K ﹤0.01%
+114
5859
$2K ﹤0.01%
+1,061
5860
$2K ﹤0.01%
+45
5861
$2K ﹤0.01%
+40
5862
$2K ﹤0.01%
+80
5863
$2K ﹤0.01%
+9
5864
$2K ﹤0.01%
+1,006
5865
$2K ﹤0.01%
+2
5866
$2K ﹤0.01%
+550
5867
$2K ﹤0.01%
+1,448
5868
$2K ﹤0.01%
+1,081
5869
$2K ﹤0.01%
+442
5870
$2K ﹤0.01%
+524
5871
$2K ﹤0.01%
+104
5872
$2K ﹤0.01%
+1,061
5873
$2K ﹤0.01%
+125
5874
$2K ﹤0.01%
+1,434
5875
$2K ﹤0.01%
+5,437
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235
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