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
1051
$6.53M 0.01%
+109,863
1052
$6.52M 0.01%
+109,833
1053
$6.49M 0.01%
+25,807
1054
$6.49M 0.01%
+296,269
1055
$6.48M 0.01%
+94,652
1056
$6.48M 0.01%
+236,023
1057
$6.43M 0.01%
+86,072
1058
$6.43M 0.01%
+57,504
1059
$6.41M 0.01%
+227,808
1060
$6.4M 0.01%
+381,195
1061
$6.39M 0.01%
+428,712
1062
$6.37M 0.01%
+447,484
1063
$6.32M 0.01%
+501,508
1064
$6.32M 0.01%
+131,515
1065
$6.31M 0.01%
+52,178
1066
$6.31M 0.01%
+478,968
1067
$6.31M 0.01%
+75,324
1068
$6.3M 0.01%
+183,272
1069
$6.3M 0.01%
+479,238
1070
$6.26M 0.01%
+666,078
1071
$6.24M 0.01%
+129,576
1072
$6.24M 0.01%
+598,915
1073
$6.23M 0.01%
+169,180
1074
$6.23M 0.01%
+384,535
1075
$6.23M 0.01%
+275,636
41 42
43
44 45