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 8.6%
4 Healthcare 7.99%
5 Industrials 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$7.02M 0.01%
+416,669
1002
$7.01M 0.01%
+280,346
1003
$7M 0.01%
+298,466
1004
$6.99M 0.01%
+141,287
1005
$6.96M 0.01%
+244,745
1006
$6.95M 0.01%
+382,874
1007
$6.94M 0.01%
+124,556
1008
$6.94M 0.01%
+169,895
1009
$6.93M 0.01%
+382,090
1010
$6.92M 0.01%
+239,714
1011
$6.92M 0.01%
+329,751
1012
$6.9M 0.01%
+231,357
1013
$6.88M 0.01%
+181,963
1014
$6.88M 0.01%
+789,289
1015
$6.87M 0.01%
+125,310
1016
$6.86M 0.01%
+267,713
1017
$6.86M 0.01%
+168,724
1018
$6.85M 0.01%
+142,667
1019
$6.83M 0.01%
+48,533
1020
$6.82M 0.01%
+105,982
1021
$6.81M 0.01%
+177,067
1022
$6.81M 0.01%
+480,621
1023
$6.8M 0.01%
+217,475
1024
$6.79M 0.01%
+222,132
1025
$6.75M 0.01%
+181,319
39 40
41
42 43