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
2176
$1.29M ﹤0.01%
+46,027
2177
$1.29M ﹤0.01%
+47,723
2178
$1.29M ﹤0.01%
+81,812
2179
$1.29M ﹤0.01%
+55,155
2180
$1.29M ﹤0.01%
+475
2181
$1.29M ﹤0.01%
+19,836
2182
$1.28M ﹤0.01%
+97,930
2183
$1.28M ﹤0.01%
+150,908
2184
$1.28M ﹤0.01%
+28,329
2185
$1.28M ﹤0.01%
+106,577
2186
$1.28M ﹤0.01%
+25,246
2187
$1.27M ﹤0.01%
+35,223
2188
$1.27M ﹤0.01%
+22,829
2189
$1.27M ﹤0.01%
+16,019
2190
$1.27M ﹤0.01%
+67,946
2191
$1.27M ﹤0.01%
+40,168
2192
$1.26M ﹤0.01%
+48,470
2193
$1.26M ﹤0.01%
+94,755
2194
$1.26M ﹤0.01%
+44,049
2195
$1.26M ﹤0.01%
+105,042
2196
$1.25M ﹤0.01%
+72,914
2197
$1.25M ﹤0.01%
+52,173
2198
$1.25M ﹤0.01%
+29,981
2199
$1.25M ﹤0.01%
+247,900
2200
$1.25M ﹤0.01%
+127,648
86 87
88
89 90