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
6176
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6177
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6178
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6179
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6180
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6183
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6184
$0 ﹤0.01%
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6185
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6186
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6187
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6188
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6189
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6190
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6191
$0 ﹤0.01%
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6192
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6193
$0 ﹤0.01%
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6194
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6195
$0 ﹤0.01%
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6196
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6197
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6198
$0 ﹤0.01%
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6199
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6200
$0 ﹤0.01%
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