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
1251
$4.66M 0.01%
+256,508
1252
$4.66M 0.01%
+301,434
1253
$4.66M 0.01%
+893,850
1254
$4.66M 0.01%
+162,736
1255
$4.65M 0.01%
+64,426
1256
$4.62M 0.01%
+92,436
1257
$4.62M 0.01%
+146,878
1258
$4.62M 0.01%
+11,797
1259
$4.62M 0.01%
+125,873
1260
$4.61M 0.01%
+269,424
1261
$4.61M 0.01%
+365,797
1262
$4.6M 0.01%
+177,107
1263
$4.6M 0.01%
+171,414
1264
$4.59M 0.01%
+498,356
1265
$4.59M 0.01%
+68,700
1266
$4.58M 0.01%
+784,295
1267
$4.57M 0.01%
+315,499
1268
$4.56M 0.01%
+781,753
1269
$4.55M 0.01%
+62,534
1270
$4.55M 0.01%
+113,435
1271
$4.54M 0.01%
+1,134,000
1272
$4.53M 0.01%
+591,908
1273
$4.53M 0.01%
+48,163
1274
$4.53M 0.01%
+233,319
1275
$4.52M 0.01%
+35,717
49 50
51
52 53