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
5951
$2K ﹤0.01%
+100
5952
$2K ﹤0.01%
+103
5953
$2K ﹤0.01%
+566
5954
$2K ﹤0.01%
+63
5955
$2K ﹤0.01%
+193
5956
$2K ﹤0.01%
+80
5957
$2K ﹤0.01%
+212
5958
$2K ﹤0.01%
+3,065
5959
$2K ﹤0.01%
+661
5960
$2K ﹤0.01%
+53
5961
$2K ﹤0.01%
+299
5962
$2K ﹤0.01%
+2,202
5963
$2K ﹤0.01%
+100
5964
$2K ﹤0.01%
+1,754
5965
$2K ﹤0.01%
+118
5966
$2K ﹤0.01%
+229
5967
$2K ﹤0.01%
+235
5968
$2K ﹤0.01%
+200
5969
$2K ﹤0.01%
+1,418
5970
$2K ﹤0.01%
+1,807
5971
$2K ﹤0.01%
+740
5972
$2K ﹤0.01%
+260
5973
$2K ﹤0.01%
+166
5974
$2K ﹤0.01%
+858
5975
$2K ﹤0.01%
+134
237 238
239
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