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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5876
$2K ﹤0.01%
+125
5877
$2K ﹤0.01%
+100
5878
$2K ﹤0.01%
+50
5879
$2K ﹤0.01%
+732
5880
$2K ﹤0.01%
+543
5881
$2K ﹤0.01%
+67
5882
$2K ﹤0.01%
+2,721
5883
$2K ﹤0.01%
+100
5884
$2K ﹤0.01%
+103
5885
$2K ﹤0.01%
+566
5886
$2K ﹤0.01%
+63
5887
$2K ﹤0.01%
+193
5888
$2K ﹤0.01%
+80
5889
$2K ﹤0.01%
+212
5890
$2K ﹤0.01%
+3,065
5891
$2K ﹤0.01%
+661
5892
$2K ﹤0.01%
+526
5893
$2K ﹤0.01%
+40
5894
– –
0
5895
$2K ﹤0.01%
+132
5896
– –
0
5897
$2K ﹤0.01%
+1
5898
$2K ﹤0.01%
+982
5899
$2K ﹤0.01%
+71
5900
$2K ﹤0.01%
+114
234 235
236
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