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
651
$14.2M 0.02%
+206,379
652
$14.2M 0.02%
+329,147
653
$14.2M 0.02%
+117,384
654
$14.2M 0.02%
+398,594
655
$14.1M 0.02%
+372,969
656
$14.1M 0.02%
+527,708
657
$14.1M 0.02%
+16,454
658
$14M 0.02%
+331,576
659
$14M 0.02%
+718,824
660
$14M 0.02%
+312,123
661
$14M 0.02%
+571,713
662
$14M 0.02%
+230,764
663
$13.9M 0.02%
+600,175
664
$13.9M 0.02%
+363,634
665
$13.9M 0.02%
+90,404
666
$13.8M 0.02%
+462,421
667
$13.8M 0.02%
+228,252
668
$13.8M 0.02%
+348,298
669
$13.7M 0.02%
+442,659
670
$13.7M 0.02%
+303,331
671
$13.7M 0.02%
+555,068
672
$13.6M 0.02%
+298,926
673
$13.6M 0.02%
+236,439
674
$13.6M 0.02%
+343,190
675
$13.5M 0.02%
+477,850
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