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
$29.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.17M
3
+$326K
4
AAPL icon
Apple
AAPL
+$274K
5
MSFT icon
Microsoft
MSFT
+$255K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Technology 6.23%
3 Healthcare 4.67%
4 Communication Services 3.43%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53K 0.18%
+2,160
52
$51K 0.17%
+7,000
53
$51K 0.17%
+890
54
$51K 0.17%
+1,270
55
$50K 0.17%
+2,640
56
$50K 0.17%
+430
57
$49K 0.16%
+1,100
58
$49K 0.16%
+670
59
$49K 0.16%
+780
60
$49K 0.16%
+430
61
$49K 0.16%
+4,800
62
$49K 0.16%
+670
63
$49K 0.16%
+390
64
$48K 0.16%
+1,080
65
$48K 0.16%
+1,160
66
$48K 0.16%
+660
67
$48K 0.16%
+2,540
68
$48K 0.16%
+2,280
69
$47K 0.16%
+580
70
$47K 0.16%
+1,040
71
$47K 0.16%
+1,360
72
$47K 0.16%
+2,330
73
$46K 0.15%
+800
74
$46K 0.15%
+3,000
75
$46K 0.15%
+710
1 2
3
4 5