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
1451
$3.45M ﹤0.01%
+170,502
1452
$3.43M ﹤0.01%
+123,986
1453
$3.43M ﹤0.01%
+132,632
1454
$3.43M ﹤0.01%
+304,649
1455
$3.42M ﹤0.01%
+166,074
1456
$3.42M ﹤0.01%
+99,726
1457
$3.42M ﹤0.01%
+172,891
1458
$3.41M ﹤0.01%
+104,564
1459
$3.38M ﹤0.01%
+108,494
1460
$3.38M ﹤0.01%
+38,584
1461
$3.38M ﹤0.01%
+70,309
1462
$3.38M ﹤0.01%
+353,386
1463
$3.38M ﹤0.01%
+160,330
1464
$3.37M ﹤0.01%
+183,180
1465
$3.37M ﹤0.01%
+104,948
1466
$3.37M ﹤0.01%
+349,902
1467
$3.36M ﹤0.01%
+230,340
1468
$3.36M ﹤0.01%
+53,755
1469
$3.35M ﹤0.01%
+14,743
1470
$3.34M ﹤0.01%
+28,818
1471
$3.34M ﹤0.01%
+756,000
1472
$3.32M ﹤0.01%
+167,457
1473
$3.32M ﹤0.01%
+52,357
1474
$3.31M ﹤0.01%
+81,411
1475
$3.31M ﹤0.01%
+46,814
57 58
59
60 61