MUMSS
Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings
AUM
$7.89M
1-Year Est. Return
26.28%
1 Year Est. Return
+26.28%
AUM
$2.79M
AUM Growth
-$14.6M
(-84%)
Holding
44
Top Buys
| 1 | +$447K | |
| 2 | +$375K | |
| 3 | +$186K | |
| 4 |
Wells Fargo
WFC
|
+$128K |
| 5 |
PayPal
PYPL
|
+$99.3K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$1.82M | |
| 3 | +$1.2M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.15M |
| 5 |
Microsoft
MSFT
|
+$1.06M |
Sector Composition
| 1 | Consumer Discretionary | 27.86% |
| 2 | Technology | 27.09% |
| 3 | Financials | 20.41% |
| 4 | Communication Services | 15.16% |
| 5 | Utilities | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
IBM
IBM
$288B
| $7.07K | 0.25% |
+37
|
|
||
27
Netflix
NFLX
$425B
| $6.07K | 0.22% |
+100
|
|
||
28
Procter & Gamble
PG
$335B
| $3.25K | 0.12% |
+20
|
|
||
29
Ambarella
AMBA
$3.16B
| $2.54K | 0.09% |
+50
|
|
||
30
Alphabet (Google) Class A
GOOGL
$3.88T
| $1.51K | 0.05% |
10
-7,931
|
|
||
31
Alcoa
AA
$11.3B
| – | – |
-18,902
|
|
||
32
American Electric Power
AEP
$62.8B
| – | – |
-5,249
|
|
||
33
Arm
ARM
$150B
| – | – |
-2,635
|
|
||
34
Berkshire Hathaway Class B
BRK.B
$1.09T
| – | – |
-1,212
|
|
||
35
iShares Russell 2000 ETF
IWM
$72.6B
| – | – |
-9,075
|
|
||
36
iShares US Real Estate ETF
IYR
$4.23B
| – | – |
-7,817
|
|
||
37
Coca-Cola
KO
$301B
| – | – |
-7,319
|
|
||
38
Eli Lilly
LLY
$904B
| – | – |
-1,175
|
|
||
39
Lockheed Martin
LMT
$105B
| – | – |
-972
|
|
||
|
40
Microsoft
MSFT
$3.59T
| – | – |
-2,812
|
|
||
41
NVIDIA
NVDA
$4.43T
| – | – |
-43,780
|
|
||
42
TSMC
TSM
$1.53T
| – | – |
-6,872
|
|
||
43
UnitedHealth
UNH
$300B
| – | – |
-799
|
|
||
44
State Street Utilities Select Sector SPDR ETF
XLU
$10.7B
| – | – |
-10,640
|
|