Universal-Beteiligungs- und Servicegesellschaft

Universal-Beteiligungs- und Servicegesellschaft Portfolio holdings

AUM $60B
1-Year Est. Return 25.95%
This Quarter Est. Return
1 Year Est. Return
+25.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$50.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,000
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$2.99B
3
+$2.7B
4
AMZN icon
Amazon
AMZN
+$2.04B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38B

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.34%
2 Consumer Discretionary 12.41%
3 Financials 12.19%
4 Healthcare 10.7%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$420K ﹤0.01%
+216
952
$405K ﹤0.01%
+938
953
$403K ﹤0.01%
+20,500
954
$391K ﹤0.01%
+48,592
955
$383K ﹤0.01%
+14,912
956
$377K ﹤0.01%
+20,273
957
$374K ﹤0.01%
+2,450
958
$354K ﹤0.01%
+1,100
959
$350K ﹤0.01%
+19,280
960
$338K ﹤0.01%
+4,719
961
$333K ﹤0.01%
+58,994
962
$319K ﹤0.01%
+280,000
963
$299K ﹤0.01%
+21,366
964
$299K ﹤0.01%
+12,000
965
$297K ﹤0.01%
+3,681
966
$286K ﹤0.01%
+15,408
967
$271K ﹤0.01%
+36,051
968
$221K ﹤0.01%
+11,000
969
$194K ﹤0.01%
+16,400
970
$184K ﹤0.01%
+39,000
971
$166K ﹤0.01%
+32,275
972
$149K ﹤0.01%
+18,282
973
$142K ﹤0.01%
+21,873
974
$112K ﹤0.01%
+13,000
975
$104K ﹤0.01%
+17,000
36 37 38
39
40