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MUMSS

Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings

AUM $40.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$185K
2
+$77.5K
3
+$67.8K
4
GT icon
Goodyear
GT
+$67.7K
5
RH icon
RH
RH
+$62.4K

Top Sells

1
+$3.24M
2
+$754K
3
+$78K
4
SCHW
Charles Schwab
SCHW
+$70K
5
QCOM icon
Qualcomm
QCOM
+$61.4K

Sector Composition

1 Healthcare 3.13%
2 Technology 2.72%
3 Consumer Discretionary 2.64%
4 Communication Services 2.12%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K 0.01%
40
-440
227
$3K 0.01%
40
228
$2K ﹤0.01%
+80
229
$2K ﹤0.01%
+154
230
$2K ﹤0.01%
+40
231
$2K ﹤0.01%
60
-920
232
$2K ﹤0.01%
20
-360
233
$1K ﹤0.01%
+20
234
$1K ﹤0.01%
+10
235
$1K ﹤0.01%
10
-310
236
$1K ﹤0.01%
20
-720
237
$1K ﹤0.01%
30
238
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239
– –
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240
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