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
1976
$1.7M ﹤0.01%
+86,326
1977
$1.69M ﹤0.01%
+240,930
1978
$1.69M ﹤0.01%
+32,257
1979
$1.69M ﹤0.01%
+125,134
1980
$1.69M ﹤0.01%
+52,569
1981
$1.69M ﹤0.01%
+5,571
1982
$1.69M ﹤0.01%
+81,096
1983
$1.69M ﹤0.01%
+24,389
1984
$1.68M ﹤0.01%
+46,522
1985
$1.68M ﹤0.01%
+48,600
1986
$1.68M ﹤0.01%
+41,715
1987
$1.68M ﹤0.01%
+143,022
1988
$1.67M ﹤0.01%
+75,018
1989
$1.67M ﹤0.01%
+137,960
1990
$1.67M ﹤0.01%
+34,956
1991
$1.67M ﹤0.01%
+114,580
1992
$1.66M ﹤0.01%
+70,622
1993
$1.66M ﹤0.01%
+37,784
1994
$1.66M ﹤0.01%
+63,256
1995
$1.66M ﹤0.01%
+88,107
1996
$1.66M ﹤0.01%
+45,528
1997
$1.65M ﹤0.01%
+42,458
1998
$1.65M ﹤0.01%
+65,678
1999
$1.65M ﹤0.01%
+22,779
2000
$1.65M ﹤0.01%
+97,729
78 79
80
81 82