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
1551
$2.98M ﹤0.01%
+166,239
1552
$2.97M ﹤0.01%
+111,472
1553
$2.97M ﹤0.01%
+57,700
1554
$2.96M ﹤0.01%
+63,605
1555
$2.96M ﹤0.01%
+183,142
1556
$2.96M ﹤0.01%
+203,181
1557
$2.96M ﹤0.01%
+175,844
1558
$2.96M ﹤0.01%
+60,430
1559
$2.96M ﹤0.01%
+49,849
1560
$2.96M ﹤0.01%
+190,755
1561
$2.95M ﹤0.01%
+225,654
1562
$2.95M ﹤0.01%
+390,075
1563
$2.95M ﹤0.01%
+117,273
1564
$2.94M ﹤0.01%
+180,879
1565
$2.94M ﹤0.01%
+127,465
1566
$2.94M ﹤0.01%
+324,104
1567
$2.93M ﹤0.01%
+389,788
1568
$2.93M ﹤0.01%
+100,418
1569
$2.93M ﹤0.01%
+132,911
1570
$2.92M ﹤0.01%
+104,093
1571
$2.92M ﹤0.01%
+136,329
1572
$2.91M ﹤0.01%
+293,916
1573
$2.91M ﹤0.01%
+131,120
1574
$2.9M ﹤0.01%
+57,133
1575
$2.9M ﹤0.01%
+62,859
61 62
63
64 65