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
2351
$1.04M ﹤0.01%
+137,181
2352
$1.04M ﹤0.01%
+32,898
2353
$1.04M ﹤0.01%
+15,918
2354
$1.04M ﹤0.01%
+45,544
2355
$1.04M ﹤0.01%
+58,778
2356
$1.03M ﹤0.01%
+31,002
2357
$1.03M ﹤0.01%
+102,411
2358
$1.03M ﹤0.01%
+48,527
2359
$1.03M ﹤0.01%
+123,224
2360
$1.03M ﹤0.01%
+46,958
2361
$1.02M ﹤0.01%
+177,581
2362
$1.02M ﹤0.01%
+33,213
2363
$1.02M ﹤0.01%
+18,853
2364
$1.02M ﹤0.01%
+19,192
2365
$1.02M ﹤0.01%
+31,654
2366
$1.02M ﹤0.01%
+25,200
2367
$1.01M ﹤0.01%
+11,075
2368
$1.01M ﹤0.01%
+103,032
2369
$1.01M ﹤0.01%
+121,565
2370
$1.01M ﹤0.01%
+28,297
2371
$1.01M ﹤0.01%
+36,422
2372
$1.01M ﹤0.01%
+44,698
2373
$1.01M ﹤0.01%
+67,873
2374
$1.01M ﹤0.01%
+133,329
2375
$1.01M ﹤0.01%
+35,128
93 94
95
96 97