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
$29.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.17M
3
+$326K
4
AAPL icon
Apple
AAPL
+$274K
5
MSFT icon
Microsoft
MSFT
+$255K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Technology 6.23%
3 Healthcare 4.67%
4 Communication Services 3.43%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$85K 0.28%
+1,060
27
$85K 0.28%
+3,420
28
$84K 0.28%
+3,151
29
$84K 0.28%
+1,360
30
$83K 0.28%
+1,610
31
$77K 0.26%
+2,470
32
$75K 0.25%
+408
33
$70K 0.23%
+710
34
$70K 0.23%
+3,050
35
$69K 0.23%
+960
36
$67K 0.22%
+1,920
37
$65K 0.22%
+690
38
$63K 0.21%
+820
39
$62K 0.21%
+610
40
$62K 0.21%
+1,030
41
$62K 0.21%
+415
42
$62K 0.21%
+820
43
$60K 0.2%
+1,200
44
$59K 0.2%
+21,300
45
$57K 0.19%
+1,990
46
$56K 0.19%
+3,600
47
$56K 0.19%
+1,160
48
$55K 0.18%
+940
49
$55K 0.18%
+310
50
$55K 0.18%
+1,470
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