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
$34.3M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$163K
3 +$103K
4
AAPL icon
Apple
AAPL
+$93.8K
5
NEM icon
Newmont
NEM
+$87K

Top Sells

1 +$5.06M
2 +$161K
3 +$125K
4
ORCL icon
Oracle
ORCL
+$89K
5
DTV
DIRECTV COM STK (DE)
DTV
+$79K

Sector Composition

1 Healthcare 5.99%
2 Technology 5.58%
3 Communication Services 4.22%
4 Consumer Discretionary 2.41%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$72K 0.21%
1,100
+500
27
$70K 0.2%
2,000
-2,130
28
$64K 0.19%
1,210
-650
29
$64K 0.19%
930
-170
30
$62K 0.18%
+1,640
31
$59K 0.17%
890
+390
32
$56K 0.16%
780
-80
33
$56K 0.16%
1,800
+1,280
34
$54K 0.16%
3,500
-970
35
$54K 0.16%
308
36
$51K 0.15%
882
-294
37
$48K 0.14%
770
+420
38
$48K 0.14%
460
+360
39
$48K 0.14%
+1,050
40
$48K 0.14%
460
+300
41
$47K 0.14%
859
-126
42
$47K 0.14%
+530
43
$47K 0.14%
590
+290
44
$46K 0.13%
830
+470
45
$46K 0.13%
2,186
+475
46
$45K 0.13%
240
-110
47
$44K 0.13%
340
-430
48
$44K 0.13%
840
+238
49
$44K 0.13%
450
+20
50
$43K 0.13%
340
-140