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
5876
– –
0
5877
$2K ﹤0.01%
+132
5878
– –
0
5879
$2K ﹤0.01%
+1
5880
$2K ﹤0.01%
+982
5881
$2K ﹤0.01%
+71
5882
$2K ﹤0.01%
+114
5883
$2K ﹤0.01%
+98
5884
$2K ﹤0.01%
+733
5885
$2K ﹤0.01%
+370
5886
$2K ﹤0.01%
+15
5887
$2K ﹤0.01%
+2,230
5888
$2K ﹤0.01%
+426
5889
$2K ﹤0.01%
+1,582
5890
$2K ﹤0.01%
+304
5891
$2K ﹤0.01%
+94
5892
$2K ﹤0.01%
+273
5893
$2K ﹤0.01%
+417
5894
$2K ﹤0.01%
+350
5895
$2K ﹤0.01%
+477
5896
– –
0
5897
$2K ﹤0.01%
+166
5898
$2K ﹤0.01%
+80
5899
$2K ﹤0.01%
+43
5900
$2K ﹤0.01%
+422
234 235
236
237 238