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
2201
$1.24M ﹤0.01%
+91,704
2202
$1.24M ﹤0.01%
+184,850
2203
$1.24M ﹤0.01%
+50,445
2204
$1.24M ﹤0.01%
+38,324
2205
$1.24M ﹤0.01%
+29,600
2206
$1.24M ﹤0.01%
+26,512
2207
$1.24M ﹤0.01%
+95,275
2208
$1.24M ﹤0.01%
+32,953
2209
$1.24M ﹤0.01%
+18,635
2210
$1.23M ﹤0.01%
+207,115
2211
$1.23M ﹤0.01%
+47,004
2212
$1.23M ﹤0.01%
+120,657
2213
$1.23M ﹤0.01%
+88,575
2214
$1.23M ﹤0.01%
+24,732
2215
$1.23M ﹤0.01%
+24,614
2216
$1.23M ﹤0.01%
+83,678
2217
$1.23M ﹤0.01%
+61,640
2218
$1.23M ﹤0.01%
+35,719
2219
$1.22M ﹤0.01%
+42,755
2220
$1.22M ﹤0.01%
+11,354
2221
$1.22M ﹤0.01%
+96,354
2222
$1.22M ﹤0.01%
+10,870
2223
$1.22M ﹤0.01%
+39,465
2224
$1.22M ﹤0.01%
+42,040
2225
$1.22M ﹤0.01%
+119,877
87 88
89
90 91