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
1301
$4.37M 0.01%
+255,237
1302
$4.37M 0.01%
+251,927
1303
$4.37M 0.01%
+226,641
1304
$4.37M 0.01%
+328,716
1305
$4.36M 0.01%
+60,356
1306
$4.36M 0.01%
+472,292
1307
$4.36M 0.01%
+131,330
1308
$4.35M 0.01%
+165,919
1309
$4.35M 0.01%
+124,732
1310
$4.34M 0.01%
+166,953
1311
$4.34M 0.01%
+93,108
1312
$4.34M 0.01%
+80,002
1313
$4.33M 0.01%
+736,780
1314
$4.33M 0.01%
+1,020,475
1315
$4.32M 0.01%
+139,009
1316
$4.32M 0.01%
+103,057
1317
$4.32M 0.01%
+520,604
1318
$4.31M 0.01%
+323,109
1319
$4.31M 0.01%
+428,305
1320
$4.31M 0.01%
+229,194
1321
$4.3M 0.01%
+80,387
1322
$4.3M 0.01%
+66,514
1323
$4.3M 0.01%
+139,660
1324
$4.27M 0.01%
+76,997
1325
$4.27M 0.01%
+94,567
51 52
53
54 55