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
1376
$3.92M ﹤0.01%
+230,039
1377
$3.92M ﹤0.01%
+246,879
1378
$3.92M ﹤0.01%
+207,804
1379
$3.91M ﹤0.01%
+284,073
1380
– –
0
1381
$3.89M ﹤0.01%
+313,990
1382
$3.89M ﹤0.01%
+127,177
1383
$3.88M ﹤0.01%
+192,471
1384
$3.86M ﹤0.01%
+104,730
1385
$3.86M ﹤0.01%
+90,280
1386
$3.86M ﹤0.01%
+102,059
1387
$3.85M ﹤0.01%
+173,130
1388
$3.85M ﹤0.01%
+110,868
1389
$3.84M ﹤0.01%
+243,682
1390
$3.84M ﹤0.01%
+57,480
1391
$3.84M ﹤0.01%
+59,947
1392
$3.83M ﹤0.01%
+29,906
1393
$3.82M ﹤0.01%
+253,594
1394
$3.82M ﹤0.01%
+20,533
1395
$3.8M ﹤0.01%
+99,543
1396
$3.79M ﹤0.01%
+136,420
1397
$3.79M ﹤0.01%
+162,414
1398
$3.79M ﹤0.01%
+193,850
1399
$3.79M ﹤0.01%
+86,947
1400
$3.78M ﹤0.01%
+300,570
54 55
56
57 58