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
$204M
AUM Growth
+$95.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$44.3M
3
+$39.6M
4
ASML icon
ASML
ASML
+$549K
5
TSLA icon
Tesla
TSLA
+$237K

Top Sells

1
+$119M
2
+$456K
3
+$266K
4
AZO icon
AutoZone
AZO
+$187K
5
DOW icon
Dow Inc
DOW
+$111K

Sector Composition

1 Consumer Discretionary 50.81%
2 Industrials 22.36%
3 Financials 20.16%
4 Technology 1.69%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$104K 0.05%
570
-580
52
$101K 0.05%
+720
53
$99K 0.05%
+2,100
54
$97K 0.05%
380
-10
55
$91K 0.04%
1,890
+60
56
$87K 0.04%
+2,500
57
$86K 0.04%
240
-240
58
$85K 0.04%
+540
59
$85K 0.04%
520
60
$82K 0.04%
1,700
-820
61
$81K 0.04%
1,850
+1,760
62
$81K 0.04%
+220
63
$79K 0.04%
+460
64
$79K 0.04%
+170
65
$79K 0.04%
1,830
+740
66
$78K 0.04%
470
-470
67
$78K 0.04%
120
68
$78K 0.04%
380
+110
69
$77K 0.04%
120
-130
70
$76K 0.04%
+880
71
$76K 0.04%
+1,080
72
$76K 0.04%
+870
73
$76K 0.04%
+710
74
$75K 0.04%
+290
75
$71K 0.03%
+830
1 2
3
4 5