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
926
$7.94M 0.01%
+185,435
927
$7.94M 0.01%
+170,179
928
$7.93M 0.01%
+212,761
929
$7.93M 0.01%
+303,927
930
$7.92M 0.01%
+335,125
931
$7.9M 0.01%
+302,312
932
$7.89M 0.01%
+135,066
933
$7.87M 0.01%
+437,157
934
$7.86M 0.01%
+127,273
935
$7.84M 0.01%
+200,732
936
$7.84M 0.01%
+28,685
937
$7.83M 0.01%
+91,738
938
$7.8M 0.01%
+311,940
939
$7.8M 0.01%
+191,864
940
$7.8M 0.01%
+94,898
941
$7.78M 0.01%
+244,573
942
$7.75M 0.01%
+71,262
943
$7.74M 0.01%
+2,235,718
944
$7.74M 0.01%
+471,059
945
$7.72M 0.01%
+375,170
946
$7.69M 0.01%
+104,492
947
$7.69M 0.01%
+383,840
948
$7.67M 0.01%
+123,029
949
$7.65M 0.01%
+2,188,125
950
$7.65M 0.01%
+357,937
36 37
38
39 40