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
6151
– –
0
6152
$0 ﹤0.01%
+178
6153
$0 ﹤0.01%
+10
6154
$0 ﹤0.01%
+16
6155
– –
0
6156
– –
0
6157
$0 ﹤0.01%
+48
6158
$0 ﹤0.01%
+22
6159
$0 ﹤0.01%
+227
6160
– –
0
6161
– –
0
6162
$0 ﹤0.01%
+5
6163
– –
0
6164
– –
0
6165
$0 ﹤0.01%
+30
6166
– –
0
6167
– –
0
6168
– –
0
6169
– –
0
6170
$0 ﹤0.01%
+3
6171
$0 ﹤0.01%
+7
6172
– –
0
6173
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0
6174
– –
0
6175
$0 ﹤0.01%
+13
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