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
751
$11M 0.01%
+271,798
752
$11M 0.01%
+815,148
753
$11M 0.01%
+1,536,855
754
$11M 0.01%
+1,174,592
755
$11M 0.01%
+516,590
756
$10.9M 0.01%
+179,916
757
$10.9M 0.01%
+488,210
758
$10.9M 0.01%
+166,676
759
$10.9M 0.01%
+291,177
760
$10.9M 0.01%
+207,784
761
$10.9M 0.01%
+308,434
762
$10.8M 0.01%
+103,584
763
$10.8M 0.01%
+113,318
764
$10.8M 0.01%
+105,795
765
$10.8M 0.01%
+101,773
766
$10.8M 0.01%
+929,725
767
$10.8M 0.01%
+143,130
768
$10.7M 0.01%
+147,398
769
$10.7M 0.01%
+293,832
770
$10.7M 0.01%
+308,086
771
$10.7M 0.01%
+720,889
772
$10.7M 0.01%
+479,378
773
$10.6M 0.01%
+444,026
774
$10.6M 0.01%
+443,350
775
$10.6M 0.01%
+918,884
29 30
31
32 33