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
1701
$2.46M ﹤0.01%
+96,107
1702
$2.45M ﹤0.01%
+56,163
1703
$2.45M ﹤0.01%
+47,875
1704
$2.45M ﹤0.01%
+381,780
1705
$2.45M ﹤0.01%
+306,191
1706
$2.44M ﹤0.01%
+63,555
1707
$2.44M ﹤0.01%
+201,910
1708
$2.43M ﹤0.01%
+64,420
1709
$2.43M ﹤0.01%
+133,358
1710
$2.43M ﹤0.01%
+50,794
1711
$2.42M ﹤0.01%
+106,482
1712
$2.42M ﹤0.01%
+96,465
1713
$2.42M ﹤0.01%
+45,731
1714
$2.42M ﹤0.01%
+109,695
1715
$2.42M ﹤0.01%
+51,380
1716
$2.42M ﹤0.01%
+118,585
1717
$2.42M ﹤0.01%
+115,338
1718
$2.42M ﹤0.01%
+75,932
1719
$2.42M ﹤0.01%
+40,436
1720
$2.42M ﹤0.01%
+21,026
1721
$2.42M ﹤0.01%
+234,339
1722
$2.41M ﹤0.01%
+149,255
1723
$2.41M ﹤0.01%
+79,469
1724
$2.41M ﹤0.01%
+187,305
1725
$2.4M ﹤0.01%
+285,327
67 68
69
70 71