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
5926
$2K ﹤0.01%
+115
5927
$2K ﹤0.01%
+1,081
5928
$2K ﹤0.01%
+442
5929
$2K ﹤0.01%
+25
5930
$2K ﹤0.01%
+210
5931
$2K ﹤0.01%
+100
5932
$2K ﹤0.01%
+69
5933
$2K ﹤0.01%
+312
5934
$2K ﹤0.01%
+427
5935
$2K ﹤0.01%
+54
5936
$2K ﹤0.01%
+86
5937
$2K ﹤0.01%
+65
5938
$2K ﹤0.01%
+283
5939
$2K ﹤0.01%
+776
5940
$2K ﹤0.01%
+52
5941
$2K ﹤0.01%
+1,019
5942
$2K ﹤0.01%
+350
5943
– –
0
5944
$2K ﹤0.01%
+7
5945
$2K ﹤0.01%
+201
5946
$2K ﹤0.01%
+2,938
5947
$2K ﹤0.01%
+100
5948
$2K ﹤0.01%
+137
5949
$2K ﹤0.01%
+502
5950
$2K ﹤0.01%
+89
236 237
238
239 240