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
5901
$2K ﹤0.01%
+100
5902
$2K ﹤0.01%
+143
5903
$2K ﹤0.01%
+342
5904
$2K ﹤0.01%
+1,341
5905
$2K ﹤0.01%
+114
5906
$2K ﹤0.01%
+407
5907
$2K ﹤0.01%
+728
5908
$2K ﹤0.01%
+98
5909
$2K ﹤0.01%
+72
5910
$2K ﹤0.01%
+278
5911
– –
0
5912
$2K ﹤0.01%
+250
5913
$2K ﹤0.01%
+800
5914
$2K ﹤0.01%
+1,312
5915
$2K ﹤0.01%
+115
5916
$2K ﹤0.01%
+25
5917
$2K ﹤0.01%
+210
5918
$2K ﹤0.01%
+100
5919
$2K ﹤0.01%
+69
5920
$2K ﹤0.01%
+312
5921
$2K ﹤0.01%
+427
5922
$2K ﹤0.01%
+100
5923
$2K ﹤0.01%
+54
5924
$2K ﹤0.01%
+86
5925
$2K ﹤0.01%
+65
235 236
237
238 239