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
2301
$1.1M ﹤0.01%
+91,487
2302
$1.1M ﹤0.01%
+25,864
2303
$1.1M ﹤0.01%
+95,353
2304
$1.1M ﹤0.01%
+26,294
2305
$1.1M ﹤0.01%
+32,245
2306
$1.1M ﹤0.01%
+67,164
2307
$1.09M ﹤0.01%
+52,692
2308
$1.09M ﹤0.01%
+278,102
2309
$1.09M ﹤0.01%
+89,219
2310
$1.09M ﹤0.01%
+56,922
2311
$1.09M ﹤0.01%
+16,652
2312
$1.09M ﹤0.01%
+78,303
2313
$1.09M ﹤0.01%
+29,286
2314
$1.09M ﹤0.01%
+100,955
2315
$1.09M ﹤0.01%
+80,397
2316
$1.09M ﹤0.01%
+33,401
2317
$1.08M ﹤0.01%
+17,793
2318
$1.08M ﹤0.01%
+172,099
2319
$1.08M ﹤0.01%
+54,772
2320
$1.08M ﹤0.01%
+43,310
2321
$1.07M ﹤0.01%
+68,942
2322
$1.07M ﹤0.01%
+25,261
2323
$1.07M ﹤0.01%
+19,195
2324
$1.07M ﹤0.01%
+39,847
2325
$1.07M ﹤0.01%
+176,936
91 92
93
94 95