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
2276
$1.14M ﹤0.01%
+65,010
2277
$1.14M ﹤0.01%
+130,992
2278
$1.14M ﹤0.01%
+28,398
2279
$1.14M ﹤0.01%
+46,565
2280
$1.13M ﹤0.01%
+14,225
2281
$1.13M ﹤0.01%
+37,213
2282
$1.13M ﹤0.01%
+45,568
2283
$1.13M ﹤0.01%
+48,563
2284
$1.12M ﹤0.01%
+34,520
2285
$1.12M ﹤0.01%
+26,016
2286
$1.12M ﹤0.01%
+36,164
2287
$1.12M ﹤0.01%
+2,807
2288
$1.12M ﹤0.01%
+34,808
2289
$1.12M ﹤0.01%
+66,507
2290
$1.12M ﹤0.01%
+10,359
2291
$1.12M ﹤0.01%
+74,075
2292
$1.12M ﹤0.01%
+67,309
2293
$1.11M ﹤0.01%
+35,867
2294
$1.11M ﹤0.01%
+13,571
2295
$1.11M ﹤0.01%
+25,188
2296
$1.11M ﹤0.01%
+636,900
2297
$1.1M ﹤0.01%
+1,015
2298
$1.1M ﹤0.01%
+116,700
2299
$1.1M ﹤0.01%
+63,638
2300
$1.1M ﹤0.01%
+72,845
90 91
92
93 94