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
$7.43M
AUM Growth
-$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$132K
3
+$96.2K
4
AMZN icon
Amazon
AMZN
+$64.4K
5
CVX icon
Chevron
CVX
+$63.1K

Top Sells

1
+$80M
2
+$363K
3
+$85K
4
XOM icon
Exxon Mobil
XOM
+$76.8K
5
PG icon
Procter & Gamble
PG
+$73K

Sector Composition

1 Technology 15.44%
2 Consumer Discretionary 13.75%
3 Healthcare 10.46%
4 Financials 7.39%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27K 0.36%
151
52
$27K 0.36%
100
53
$26K 0.35%
110
54
$26K 0.35%
70
55
$25K 0.34%
520
56
$25K 0.34%
170
57
$25K 0.34%
490
58
$24K 0.32%
250
59
$24K 0.32%
60
60
$23K 0.31%
340
61
$23K 0.31%
510
62
$22K 0.3%
795
63
$22K 0.3%
60
64
$21K 0.28%
200
65
$20K 0.27%
320
66
$19K 0.26%
170
67
$19K 0.26%
140
68
$19K 0.26%
40
69
$19K 0.26%
1,390
70
$19K 0.26%
250
71
$18K 0.24%
200
72
$18K 0.24%
780
73
$17K 0.23%
30
74
$17K 0.23%
190
75
$17K 0.23%
280
1 2
3
4 5