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MUMSS

Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings

AUM $40.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73M
AUM Growth
-$7.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$290K
2 +$76.9K
3 +$63.6K
4
LMT icon
Lockheed Martin
LMT
+$20.2K
5
KHC icon
Kraft Heinz
KHC
+$7.64K

Top Sells

1 +$3.14M
2 +$308K
3 +$290K
4
MSFT icon
Microsoft
MSFT
+$283K
5
PFE icon
Pfizer
PFE
+$211K

Sector Composition

1 Industrials 6.74%
2 Utilities 2.07%
3 Consumer Staples 1.05%
4 Communication Services 0.21%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
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30
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31
-2,260
32
-90
33
-70
34
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35
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36
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37
-290
38
-300
39
-90
40
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41
-30
42
-10
43
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-340
46
-100
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-755
48
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49
-390
50
-80