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
1476
$3.31M ﹤0.01%
+119,048
1477
$3.31M ﹤0.01%
+191,277
1478
$3.29M ﹤0.01%
+126,973
1479
$3.29M ﹤0.01%
+110,572
1480
$3.28M ﹤0.01%
+43,691
1481
$3.28M ﹤0.01%
+175,323
1482
$3.28M ﹤0.01%
+57,276
1483
$3.27M ﹤0.01%
+58,728
1484
$3.27M ﹤0.01%
+106,697
1485
$3.26M ﹤0.01%
+98,112
1486
$3.26M ﹤0.01%
+49,263
1487
$3.26M ﹤0.01%
+67,807
1488
$3.26M ﹤0.01%
+96,296
1489
$3.25M ﹤0.01%
+50,393
1490
$3.24M ﹤0.01%
+229,419
1491
$3.24M ﹤0.01%
+251,053
1492
$3.24M ﹤0.01%
+77,798
1493
$3.24M ﹤0.01%
+120,214
1494
$3.23M ﹤0.01%
+251,396
1495
$3.23M ﹤0.01%
+116,398
1496
$3.23M ﹤0.01%
+7,621
1497
$3.22M ﹤0.01%
+233,394
1498
$3.21M ﹤0.01%
+833,656
1499
$3.21M ﹤0.01%
+151,620
1500
$3.21M ﹤0.01%
+91,163
58 59
60
61 62