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
1801
$2.16M ﹤0.01%
+60,318
1802
$2.15M ﹤0.01%
+301,536
1803
$2.15M ﹤0.01%
+62,478
1804
$2.14M ﹤0.01%
+157,398
1805
$2.13M ﹤0.01%
+17,621
1806
$2.13M ﹤0.01%
+102,339
1807
$2.13M ﹤0.01%
+88,847
1808
$2.13M ﹤0.01%
+40,391
1809
$2.13M ﹤0.01%
+589,253
1810
$2.12M ﹤0.01%
+154,558
1811
$2.12M ﹤0.01%
+142,572
1812
$2.12M ﹤0.01%
+68,997
1813
$2.12M ﹤0.01%
+125,550
1814
$2.12M ﹤0.01%
+201,236
1815
$2.12M ﹤0.01%
+83,679
1816
$2.11M ﹤0.01%
+205,978
1817
$2.1M ﹤0.01%
+107,580
1818
$2.1M ﹤0.01%
+85,655
1819
$2.1M ﹤0.01%
+374,708
1820
$2.1M ﹤0.01%
+46,736
1821
$2.09M ﹤0.01%
+85,380
1822
$2.09M ﹤0.01%
+60,806
1823
$2.08M ﹤0.01%
+148,336
1824
$2.08M ﹤0.01%
+25,084
1825
$2.08M ﹤0.01%
+31,583
71 72
73
74 75