MUMSS

Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings

AUM $7.89M
1-Year Est. Return 26.28%
This Quarter Est. Return
1 Year Est. Return
+26.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.89M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.67M
3
+$983K
4
SMCI icon
Super Micro Computer
SMCI
+$608K
5
VRT icon
Vertiv
VRT
+$591K

Top Sells

1
+$447K
2
+$382K
3
+$375K
4
AMZN icon
Amazon
AMZN
+$252K
5
V icon
Visa
V
+$186K

Sector Composition

1 Technology 58.6%
2 Healthcare 33.91%
3 Industrials 7.49%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCD icon
26
McDonald's
MCD
$220B
– –
-100
NFLX icon
27
Netflix
NFLX
$510B
– –
-10
PANW icon
28
Palo Alto Networks
PANW
$141B
– –
-556
PG icon
29
Procter & Gamble
PG
$354B
– –
-20
PM icon
30
Philip Morris
PM
$246B
– –
-580
V icon
31
Visa
V
$664B
– –
-665
WFC icon
32
Wells Fargo
WFC
$262B
– –
-2,200
XOM icon
33
Exxon Mobil
XOM
$479B
– –
-590
Z icon
34
Zillow
Z
$17.7B
– –
-700
ZS icon
35
Zscaler
ZS
$47.5B
– –
-155
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