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
1351
$4.08M ﹤0.01%
+330,034
1352
$4.05M ﹤0.01%
+88,917
1353
$4.05M ﹤0.01%
+111,084
1354
$4.05M ﹤0.01%
+100,279
1355
$4.05M ﹤0.01%
+860,725
1356
$4.05M ﹤0.01%
+280,281
1357
$4.04M ﹤0.01%
+140,576
1358
$4.04M ﹤0.01%
+271,507
1359
$4.02M ﹤0.01%
+136,970
1360
$4.01M ﹤0.01%
+145,278
1361
$4.01M ﹤0.01%
+135,377
1362
$4.01M ﹤0.01%
+512,537
1363
$4.01M ﹤0.01%
+127,874
1364
$4M ﹤0.01%
+51,644
1365
$3.99M ﹤0.01%
+38,497
1366
$3.99M ﹤0.01%
+195,769
1367
$3.98M ﹤0.01%
+104,967
1368
$3.98M ﹤0.01%
+327,380
1369
$3.97M ﹤0.01%
+79,580
1370
$3.97M ﹤0.01%
+308,598
1371
$3.96M ﹤0.01%
+470,928
1372
$3.96M ﹤0.01%
+35,156
1373
$3.95M ﹤0.01%
+67,149
1374
$3.94M ﹤0.01%
+50,769
1375
$3.93M ﹤0.01%
+7,465
53 54
55
56 57