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
1326
$4.27M 0.01%
+154,983
1327
$4.25M 0.01%
+188,333
1328
$4.25M 0.01%
+875,831
1329
$4.25M 0.01%
+376,510
1330
$4.25M 0.01%
+166,953
1331
$4.23M 0.01%
+149,909
1332
$4.23M 0.01%
+44,286
1333
$4.23M 0.01%
+128,494
1334
$4.22M 0.01%
+35,630
1335
$4.22M 0.01%
+98,449
1336
$4.21M 0.01%
+302,926
1337
$4.21M 0.01%
+72,723
1338
$4.21M 0.01%
+169,148
1339
$4.19M 0.01%
+57,377
1340
$4.19M 0.01%
+201,735
1341
$4.17M ﹤0.01%
+300,507
1342
$4.17M ﹤0.01%
+82,061
1343
$4.13M ﹤0.01%
+296,074
1344
$4.13M ﹤0.01%
+77,295
1345
$4.11M ﹤0.01%
+66,668
1346
$4.1M ﹤0.01%
+165,384
1347
$4.1M ﹤0.01%
+25,011
1348
$4.1M ﹤0.01%
+85,000
1349
$4.08M ﹤0.01%
+99,451
1350
$4.08M ﹤0.01%
+129,931
52 53
54
55 56