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
1751
$2.3M ﹤0.01%
+95,349
1752
$2.3M ﹤0.01%
+50,955
1753
$2.3M ﹤0.01%
+41,765
1754
$2.29M ﹤0.01%
+46,934
1755
$2.29M ﹤0.01%
+45,185
1756
$2.29M ﹤0.01%
+92,881
1757
$2.29M ﹤0.01%
+53,255
1758
$2.29M ﹤0.01%
+61,063
1759
$2.28M ﹤0.01%
+180,959
1760
$2.27M ﹤0.01%
+57,062
1761
$2.27M ﹤0.01%
+97,135
1762
$2.27M ﹤0.01%
+84,562
1763
$2.27M ﹤0.01%
+112,680
1764
$2.26M ﹤0.01%
+129,791
1765
$2.26M ﹤0.01%
+59,533
1766
$2.25M ﹤0.01%
+76,025
1767
$2.25M ﹤0.01%
+76,696
1768
$2.25M ﹤0.01%
+136,610
1769
$2.25M ﹤0.01%
+53,439
1770
$2.24M ﹤0.01%
+106,272
1771
$2.24M ﹤0.01%
+90,879
1772
$2.23M ﹤0.01%
+91,092
1773
$2.23M ﹤0.01%
+136,406
1774
$2.23M ﹤0.01%
+149,238
1775
$2.23M ﹤0.01%
+129,160
69 70
71
72 73