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
$13.5M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$550K
3
+$420K
4
MSFT icon
Microsoft
MSFT
+$347K
5
MA icon
Mastercard
MA
+$270K

Top Sells

1
+$363K
2
+$361K
3
+$350K
4
IBP icon
Installed Building Products
IBP
+$327K
5
EMR icon
Emerson Electric
EMR
+$23.1K

Sector Composition

1 Consumer Discretionary 18.94%
2 Technology 14.87%
3 Financials 9.58%
4 Industrials 9.05%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84K 0.62%
+150
27
$83K 0.62%
+230
28
$83K 0.62%
+60
29
$82K 0.61%
+130
30
$82K 0.61%
+350
31
$81K 0.6%
+420
32
$80K 0.59%
+680
33
$80K 0.59%
+338
34
$79K 0.59%
+130
35
$78K 0.58%
+370
36
$78K 0.58%
+350
37
$78K 0.58%
+880
38
$77K 0.57%
+870
39
$76K 0.56%
+490
40
$74K 0.55%
+530
41
$71K 0.53%
+470
42
$71K 0.53%
+570
43
$70K 0.52%
+120
44
$70K 0.52%
+460
45
$68K 0.51%
+350
46
$66K 0.49%
+520
47
$63K 0.47%
+480
48
$61K 0.45%
+320
49
$58K 0.43%
+90
50
$58K 0.43%
+400
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