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
2226
$1.22M ﹤0.01%
+50,485
2227
$1.22M ﹤0.01%
+63,836
2228
$1.21M ﹤0.01%
+55,741
2229
$1.21M ﹤0.01%
+210,265
2230
$1.21M ﹤0.01%
+59,746
2231
$1.21M ﹤0.01%
+129,540
2232
$1.21M ﹤0.01%
+21,390
2233
$1.21M ﹤0.01%
+161,483
2234
$1.2M ﹤0.01%
+13,192
2235
$1.2M ﹤0.01%
+132,972
2236
$1.2M ﹤0.01%
+77,690
2237
$1.2M ﹤0.01%
+32,106
2238
$1.2M ﹤0.01%
+38,406
2239
$1.2M ﹤0.01%
+43,960
2240
$1.2M ﹤0.01%
+94,491
2241
$1.2M ﹤0.01%
+42,239
2242
$1.2M ﹤0.01%
+115,335
2243
$1.19M ﹤0.01%
+12,203
2244
$1.19M ﹤0.01%
+18,107
2245
$1.19M ﹤0.01%
+107,732
2246
$1.19M ﹤0.01%
+24,322
2247
$1.19M ﹤0.01%
+51,247
2248
$1.19M ﹤0.01%
+70,995
2249
$1.19M ﹤0.01%
+6,744
2250
$1.19M ﹤0.01%
+37,350
88 89
90
91 92