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
1851
$2.01M ﹤0.01%
+78,796
1852
$2.01M ﹤0.01%
+40,523
1853
$2M ﹤0.01%
+21,166
1854
$2M ﹤0.01%
+31,274
1855
$2M ﹤0.01%
+83,068
1856
$2M ﹤0.01%
+64,112
1857
$1.99M ﹤0.01%
+280,354
1858
$1.99M ﹤0.01%
+97,191
1859
$1.99M ﹤0.01%
+160,828
1860
$1.98M ﹤0.01%
+63,714
1861
$1.97M ﹤0.01%
+33,615
1862
$1.97M ﹤0.01%
+109,836
1863
$1.96M ﹤0.01%
+298,240
1864
$1.96M ﹤0.01%
+150,886
1865
$1.95M ﹤0.01%
+149,229
1866
$1.95M ﹤0.01%
+28,479
1867
$1.95M ﹤0.01%
+76,437
1868
$1.95M ﹤0.01%
+87,176
1869
$1.95M ﹤0.01%
+1,629
1870
$1.94M ﹤0.01%
+127,054
1871
$1.94M ﹤0.01%
+141,173
1872
$1.94M ﹤0.01%
+91,902
1873
$1.93M ﹤0.01%
+249,705
1874
$1.93M ﹤0.01%
+406,115
1875
$1.93M ﹤0.01%
+31,677
73 74
75
76 77