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
951
$7.6M 0.01%
+105,689
952
$7.59M 0.01%
+215,378
953
$7.59M 0.01%
+154,501
954
$7.58M 0.01%
+198,029
955
$7.58M 0.01%
+190,164
956
$7.57M 0.01%
+202,788
957
$7.53M 0.01%
+281,651
958
$7.48M 0.01%
+308,065
959
$7.48M 0.01%
+114,399
960
$7.45M 0.01%
+119,853
961
$7.45M 0.01%
+704,474
962
$7.43M 0.01%
+179,252
963
$7.43M 0.01%
+153,534
964
$7.42M 0.01%
+153,752
965
$7.39M 0.01%
+758,968
966
$7.38M 0.01%
+320,272
967
$7.37M 0.01%
+419,451
968
$7.35M 0.01%
+355,176
969
$7.33M 0.01%
+166,347
970
$7.32M 0.01%
+174,488
971
$7.29M 0.01%
+35,435
972
$7.28M 0.01%
+649,950
973
$7.27M 0.01%
+46,403
974
$7.27M 0.01%
+105,764
975
$7.26M 0.01%
+253,293
37 38
39
40 41