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
2051
$1.55M ﹤0.01%
+35,770
2052
$1.55M ﹤0.01%
+15,682
2053
$1.55M ﹤0.01%
+73,343
2054
$1.55M ﹤0.01%
+122,800
2055
$1.55M ﹤0.01%
+62,387
2056
$1.55M ﹤0.01%
+9,577
2057
$1.55M ﹤0.01%
+111,951
2058
$1.55M ﹤0.01%
+96,326
2059
$1.54M ﹤0.01%
+127,852
2060
$1.54M ﹤0.01%
+64,505
2061
$1.54M ﹤0.01%
+522,350
2062
$1.54M ﹤0.01%
+35,448
2063
$1.53M ﹤0.01%
+36,483
2064
$1.53M ﹤0.01%
+104,376
2065
$1.53M ﹤0.01%
+107,923
2066
$1.53M ﹤0.01%
+110,788
2067
$1.53M ﹤0.01%
+59,604
2068
$1.52M ﹤0.01%
+33,791
2069
$1.52M ﹤0.01%
+26,912
2070
$1.51M ﹤0.01%
+349,277
2071
$1.51M ﹤0.01%
+137,483
2072
$1.5M ﹤0.01%
+113,020
2073
$1.5M ﹤0.01%
+27,672
2074
$1.5M ﹤0.01%
+40,403
2075
$1.49M ﹤0.01%
+79,839
81 82
83
84 85