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
5976
$2K ﹤0.01%
+1,427
5977
$2K ﹤0.01%
+520
5978
$2K ﹤0.01%
+500
5979
$2K ﹤0.01%
+343
5980
$2K ﹤0.01%
+293
5981
$2K ﹤0.01%
+400
5982
$2K ﹤0.01%
+1,365
5983
$2K ﹤0.01%
+793
5984
$2K ﹤0.01%
+1,770
5985
$2K ﹤0.01%
+3,996
5986
$2K ﹤0.01%
+526
5987
$2K ﹤0.01%
+943
5988
$2K ﹤0.01%
+1,000
5989
$2K ﹤0.01%
+91
5990
$2K ﹤0.01%
+34,000
5991
$2K ﹤0.01%
+1,020
5992
$1K ﹤0.01%
+209
5993
$1K ﹤0.01%
+7
5994
$1K ﹤0.01%
+137
5995
$1K ﹤0.01%
+100
5996
$1K ﹤0.01%
+182
5997
$1K ﹤0.01%
+63
5998
$1K ﹤0.01%
+97
5999
$1K ﹤0.01%
+294
6000
$1K ﹤0.01%
+199
238 239
240
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