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
$34.3M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$163K
3 +$103K
4
AAPL icon
Apple
AAPL
+$93.8K
5
NEM icon
Newmont
NEM
+$87K

Top Sells

1 +$5.06M
2 +$161K
3 +$125K
4
ORCL icon
Oracle
ORCL
+$89K
5
DTV
DIRECTV COM STK (DE)
DTV
+$79K

Sector Composition

1 Healthcare 5.99%
2 Technology 5.58%
3 Communication Services 4.22%
4 Consumer Discretionary 2.41%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$42K 0.12%
360
-50
52
$42K 0.12%
+879
53
$41K 0.12%
1,790
+1,180
54
$40K 0.12%
830
-530
55
$40K 0.12%
690
-940
56
$40K 0.12%
450
+320
57
$40K 0.12%
420
58
$39K 0.11%
1,600
+1,030
59
$39K 0.11%
+750
60
$39K 0.11%
+670
61
$37K 0.11%
430
-660
62
$37K 0.11%
500
+100
63
$37K 0.11%
960
+560
64
$37K 0.11%
740
+240
65
$37K 0.11%
300
66
$36K 0.11%
310
67
$35K 0.1%
460
-220
68
$35K 0.1%
1,420
-820
69
$34K 0.1%
1,223
-1,412
70
$32K 0.09%
500
+480
71
$32K 0.09%
270
-30
72
$31K 0.09%
+310
73
$31K 0.09%
310
+220
74
$31K 0.09%
628
+325
75
$31K 0.09%
300
-70