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
2251
$1.19M ﹤0.01%
+35,570
2252
$1.18M ﹤0.01%
+98,725
2253
$1.18M ﹤0.01%
+21,561
2254
$1.17M ﹤0.01%
+39,990
2255
$1.17M ﹤0.01%
+42,216
2256
$1.17M ﹤0.01%
+43,913
2257
$1.17M ﹤0.01%
+14,382
2258
$1.17M ﹤0.01%
+22,430
2259
$1.17M ﹤0.01%
+56,226
2260
$1.16M ﹤0.01%
+60,720
2261
$1.16M ﹤0.01%
+82,057
2262
$1.16M ﹤0.01%
+26,013
2263
$1.16M ﹤0.01%
+47,935
2264
$1.16M ﹤0.01%
+15,615
2265
$1.16M ﹤0.01%
+104,470
2266
$1.15M ﹤0.01%
+138,824
2267
$1.15M ﹤0.01%
+172,997
2268
$1.15M ﹤0.01%
+43,288
2269
$1.15M ﹤0.01%
+56,915
2270
$1.15M ﹤0.01%
+11,616
2271
$1.15M ﹤0.01%
+105,847
2272
$1.14M ﹤0.01%
+37,605
2273
$1.14M ﹤0.01%
+20,160
2274
$1.14M ﹤0.01%
+51,685
2275
$1.14M ﹤0.01%
+43,269
89 90
91
92 93