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
$13.5M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$678K
2
+$550K
3
+$420K
4
MSFT icon
Microsoft
MSFT
+$347K
5
MA icon
Mastercard
MA
+$270K

Top Sells

1
+$363K
2
+$361K
3
+$350K
4
IBP icon
Installed Building Products
IBP
+$327K
5
EMR icon
Emerson Electric
EMR
+$23.1K

Sector Composition

1 Consumer Discretionary 18.94%
2 Technology 14.87%
3 Financials 9.58%
4 Industrials 9.05%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$58K 0.43%
+910
52
$58K 0.43%
+110
53
$57K 0.42%
+1,330
54
$57K 0.42%
+2,350
55
$56K 0.42%
+230
56
$53K 0.39%
+3,710
57
$52K 0.39%
+1,110
58
$51K 0.38%
+130
59
$47K 0.35%
+940
60
$44K 0.33%
+80
61
$38K 0.28%
+830
62
$33K 0.25%
+700
63
$33K 0.25%
+90
64
$30K 0.22%
+260
65
$28K 0.21%
+70
66
$25K 0.19%
+80
67
$25K 0.19%
+420
68
$25K 0.19%
+1,850
69
$24K 0.18%
+400
70
$22K 0.16%
+480
71
$19K 0.14%
+360
72
$16K 0.12%
+190
73
$13K 0.1%
+100
74
$12K 0.09%
+80
75
$11K 0.08%
+180
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3
4