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
976
$7.25M 0.01%
+89,199
977
$7.25M 0.01%
+852,315
978
$7.24M 0.01%
+761,680
979
$7.24M 0.01%
+388,179
980
$7.24M 0.01%
+308,246
981
$7.23M 0.01%
+83,526
982
$7.22M 0.01%
+259,748
983
$7.22M 0.01%
+445,442
984
$7.21M 0.01%
+69,825
985
$7.19M 0.01%
+827,050
986
$7.18M 0.01%
+318,108
987
$7.15M 0.01%
+231,600
988
$7.14M 0.01%
+118,736
989
$7.13M 0.01%
+748,279
990
$7.13M 0.01%
+223,111
991
$7.11M 0.01%
+64,212
992
$7.1M 0.01%
+322,003
993
$7.06M 0.01%
+107,657
994
$7.06M 0.01%
+89,420
995
$7.05M 0.01%
+261,550
996
$7.04M 0.01%
+546,236
997
$7.04M 0.01%
+628,105
998
$7.03M 0.01%
+234,809
999
$7.03M 0.01%
+518,896
1000
$7.02M 0.01%
+141,228
38 39
40
41 42