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
701
$12.7M 0.02%
+390,145
702
$12.7M 0.02%
+209,191
703
$12.7M 0.02%
+201,571
704
$12.6M 0.02%
+456,499
705
$12.6M 0.02%
+373,239
706
$12.5M 0.01%
+1,347,715
707
$12.5M 0.01%
+214,849
708
$12.5M 0.01%
+66,072
709
$12.4M 0.01%
+295,781
710
$12.4M 0.01%
+598,280
711
$12.4M 0.01%
+193,603
712
$12.3M 0.01%
+269,959
713
$12.3M 0.01%
+205,526
714
$12.3M 0.01%
+399,372
715
$12.3M 0.01%
+163,667
716
$12.3M 0.01%
+879,907
717
$12.3M 0.01%
+1,178,716
718
$12.3M 0.01%
+812,724
719
$12.1M 0.01%
+739,370
720
$12.1M 0.01%
+346,760
721
$12.1M 0.01%
+1,053,020
722
$12M 0.01%
+688,737
723
$11.9M 0.01%
+451,534
724
$11.9M 0.01%
+290,472
725
$11.9M 0.01%
+871,127
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