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
1526
$3.1M ﹤0.01%
+83,961
1527
$3.08M ﹤0.01%
+83,707
1528
$3.08M ﹤0.01%
+69,988
1529
$3.07M ﹤0.01%
+120,509
1530
$3.07M ﹤0.01%
+197,584
1531
$3.06M ﹤0.01%
+145,529
1532
$3.06M ﹤0.01%
+215,308
1533
$3.05M ﹤0.01%
+252,109
1534
$3.05M ﹤0.01%
+113,483
1535
$3.04M ﹤0.01%
+202,707
1536
$3.04M ﹤0.01%
+118,163
1537
$3.04M ﹤0.01%
+95,145
1538
$3.04M ﹤0.01%
+206,528
1539
$3.04M ﹤0.01%
+27,561
1540
$3.03M ﹤0.01%
+437,423
1541
$3.02M ﹤0.01%
+259,902
1542
$3.01M ﹤0.01%
+88,302
1543
$3M ﹤0.01%
+48,687
1544
$3M ﹤0.01%
+124,897
1545
$3M ﹤0.01%
+80,001
1546
$2.99M ﹤0.01%
+251,015
1547
$2.99M ﹤0.01%
+219,712
1548
$2.98M ﹤0.01%
+178,625
1549
$2.98M ﹤0.01%
+82,340
1550
$2.98M ﹤0.01%
+96,272
60 61
62
63 64