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
1276
$4.52M 0.01%
+287,369
1277
$4.5M 0.01%
+161,048
1278
$4.49M 0.01%
+77,268
1279
$4.48M 0.01%
+252,609
1280
$4.47M 0.01%
+247,741
1281
$4.46M 0.01%
+354,399
1282
$4.46M 0.01%
+23,646
1283
$4.45M 0.01%
+119,461
1284
$4.44M 0.01%
+268,031
1285
$4.42M 0.01%
+241,409
1286
$4.42M 0.01%
+252,842
1287
$4.42M 0.01%
+393,517
1288
$4.42M 0.01%
+252,344
1289
$4.41M 0.01%
+101,271
1290
$4.41M 0.01%
+133,741
1291
$4.41M 0.01%
+102,847
1292
$4.4M 0.01%
+129,649
1293
$4.4M 0.01%
+292,956
1294
$4.39M 0.01%
+203,131
1295
$4.39M 0.01%
+179,933
1296
$4.39M 0.01%
+35,105
1297
$4.39M 0.01%
+206,205
1298
$4.38M 0.01%
+408,400
1299
$4.38M 0.01%
+56,271
1300
$4.38M 0.01%
+312,406
50 51
52
53 54