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
776
$10.6M 0.01%
+162,628
777
$10.5M 0.01%
+290,773
778
$10.5M 0.01%
+882,010
779
$10.5M 0.01%
+252,844
780
$10.4M 0.01%
+131,656
781
$10.4M 0.01%
+1,125,218
782
$10.4M 0.01%
+404,997
783
$10.4M 0.01%
+273,428
784
$10.3M 0.01%
+301,630
785
$10.3M 0.01%
+548,526
786
$10.3M 0.01%
+446,468
787
$10.3M 0.01%
+511,254
788
$10.3M 0.01%
+548,240
789
$10.3M 0.01%
+360,538
790
$10.2M 0.01%
+203,769
791
$10.2M 0.01%
+282,817
792
$10.2M 0.01%
+197,545
793
$10.2M 0.01%
+236,360
794
$10.1M 0.01%
+310,641
795
$10.1M 0.01%
+472,385
796
$10.1M 0.01%
+253,930
797
$10.1M 0.01%
+505,507
798
$10.1M 0.01%
+222,357
799
$10.1M 0.01%
+250,245
800
$10.1M 0.01%
+184,030
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