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
1876
$1.93M ﹤0.01%
+53,670
1877
$1.93M ﹤0.01%
+146,061
1878
$1.93M ﹤0.01%
+106,130
1879
$1.92M ﹤0.01%
+158,086
1880
$1.92M ﹤0.01%
+208,406
1881
$1.92M ﹤0.01%
+500,147
1882
$1.92M ﹤0.01%
+99,138
1883
$1.92M ﹤0.01%
+55,506
1884
$1.92M ﹤0.01%
+144,837
1885
$1.92M ﹤0.01%
+56,622
1886
$1.91M ﹤0.01%
+38,920
1887
$1.91M ﹤0.01%
+103,961
1888
$1.91M ﹤0.01%
+58,736
1889
$1.91M ﹤0.01%
+151,185
1890
$1.91M ﹤0.01%
+47,640
1891
$1.91M ﹤0.01%
+56,728
1892
$1.91M ﹤0.01%
+56,507
1893
$1.91M ﹤0.01%
+11,376
1894
$1.91M ﹤0.01%
+39,850
1895
$1.9M ﹤0.01%
+182,037
1896
$1.9M ﹤0.01%
+39,014
1897
$1.9M ﹤0.01%
+51,398
1898
$1.89M ﹤0.01%
+51,724
1899
$1.89M ﹤0.01%
+39,888
1900
$1.89M ﹤0.01%
+52,350
74 75
76
77 78