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
1901
$1.89M ﹤0.01%
+140,155
1902
$1.87M ﹤0.01%
+453,345
1903
$1.87M ﹤0.01%
+75,346
1904
$1.87M ﹤0.01%
+107,507
1905
$1.86M ﹤0.01%
+82,046
1906
$1.86M ﹤0.01%
+131,340
1907
$1.86M ﹤0.01%
+141,816
1908
$1.86M ﹤0.01%
+35,164
1909
$1.86M ﹤0.01%
+133,228
1910
$1.86M ﹤0.01%
+22,308
1911
$1.86M ﹤0.01%
+26,727
1912
$1.85M ﹤0.01%
+362,864
1913
$1.85M ﹤0.01%
+61,533
1914
$1.85M ﹤0.01%
+40,888
1915
$1.84M ﹤0.01%
+105,941
1916
$1.84M ﹤0.01%
+37,668
1917
$1.84M ﹤0.01%
+229,390
1918
$1.83M ﹤0.01%
+45,373
1919
$1.82M ﹤0.01%
+185,445
1920
$1.82M ﹤0.01%
+86,660
1921
$1.82M ﹤0.01%
+164,781
1922
$1.82M ﹤0.01%
+89,660
1923
$1.82M ﹤0.01%
+97,441
1924
$1.81M ﹤0.01%
+58,282
1925
$1.81M ﹤0.01%
+31,935
75 76
77
78 79