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
5901
$2K ﹤0.01%
+98
5902
$2K ﹤0.01%
+733
5903
$2K ﹤0.01%
+370
5904
$2K ﹤0.01%
+15
5905
$2K ﹤0.01%
+2,230
5906
$2K ﹤0.01%
+426
5907
$2K ﹤0.01%
+1,582
5908
$2K ﹤0.01%
+304
5909
$2K ﹤0.01%
+477
5910
– –
0
5911
$2K ﹤0.01%
+166
5912
$2K ﹤0.01%
+80
5913
$2K ﹤0.01%
+143
5914
$2K ﹤0.01%
+342
5915
$2K ﹤0.01%
+1,341
5916
$2K ﹤0.01%
+114
5917
$2K ﹤0.01%
+407
5918
$2K ﹤0.01%
+728
5919
$2K ﹤0.01%
+98
5920
$2K ﹤0.01%
+72
5921
$2K ﹤0.01%
+278
5922
– –
0
5923
$2K ﹤0.01%
+250
5924
$2K ﹤0.01%
+800
5925
$2K ﹤0.01%
+1,312
235 236
237
238 239