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
1201
$5.06M 0.01%
+146,933
1202
$5.05M 0.01%
+116,892
1203
$5.05M 0.01%
+58,716
1204
$5.05M 0.01%
+332,368
1205
$5.05M 0.01%
+344,246
1206
$5.05M 0.01%
+756,609
1207
$5.04M 0.01%
+101,370
1208
$5.03M 0.01%
+387,726
1209
$5.03M 0.01%
+510,145
1210
$5.03M 0.01%
+83,786
1211
$5.02M 0.01%
+75,550
1212
$5.02M 0.01%
+285,187
1213
$5.01M 0.01%
+31,523
1214
$5M 0.01%
+137,892
1215
$4.97M 0.01%
+197,312
1216
$4.96M 0.01%
+812,602
1217
$4.96M 0.01%
+140,304
1218
$4.96M 0.01%
+963,336
1219
$4.96M 0.01%
+102,409
1220
$4.96M 0.01%
+5,070
1221
$4.96M 0.01%
+89,313
1222
$4.95M 0.01%
+195,954
1223
$4.95M 0.01%
+49,444
1224
$4.94M 0.01%
+107,628
1225
$4.94M 0.01%
+290,630
47 48
49
50 51