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
$7.43M
AUM Growth
-$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$132K
3
+$96.2K
4
AMZN icon
Amazon
AMZN
+$64.4K
5
CVX icon
Chevron
CVX
+$63.1K

Top Sells

1
+$80M
2
+$363K
3
+$85K
4
XOM icon
Exxon Mobil
XOM
+$76.8K
5
PG icon
Procter & Gamble
PG
+$73K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 13.75%
3 Healthcare 10.46%
4 Financials 7.39%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42K 0.57%
130
27
$42K 0.57%
990
28
$41K 0.55%
510
29
$41K 0.55%
480
30
$40K 0.54%
790
31
$37K 0.5%
630
32
$37K 0.5%
170
33
$36K 0.48%
460
34
$36K 0.48%
250
35
$36K 0.48%
80
36
$35K 0.47%
260
37
$33K 0.44%
120
38
$32K 0.43%
570
39
$32K 0.43%
520
40
$32K 0.43%
250
-570
41
$31K 0.42%
340
42
$31K 0.42%
135
43
$31K 0.42%
120
44
$31K 0.42%
410
45
$30K 0.4%
340
-870
46
$29K 0.39%
220
47
$28K 0.38%
930
48
$28K 0.38%
300
49
$28K 0.38%
460
50
$28K 0.38%
180
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