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
$11.4M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$175K
3
+$122K
4
PFE icon
Pfizer
PFE
+$112K
5
NOC icon
Northrop Grumman
NOC
+$109K

Top Sells

1
+$149K
2
+$108K
3
+$87.4K
4
MRK icon
Merck
MRK
+$84.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.7K

Sector Composition

1 Technology 37.37%
2 Healthcare 7.45%
3 Consumer Discretionary 7.1%
4 Financials 5.24%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$32K 0.28%
+560
52
$32K 0.28%
+500
53
$32K 0.28%
+140
54
$32K 0.28%
+290
55
$31K 0.27%
80
+10
56
$30K 0.26%
+370
57
$29K 0.25%
100
-110
58
$28K 0.25%
+60
59
$28K 0.25%
+120
60
$27K 0.24%
+180
61
$27K 0.24%
230
-230
62
$25K 0.22%
110
+70
63
$23K 0.2%
250
-260
64
$22K 0.19%
+100
65
$22K 0.19%
+1,560
66
$22K 0.19%
60
-70
67
$22K 0.19%
280
+100
68
$22K 0.19%
+1,040
69
$22K 0.19%
310
-320
70
$21K 0.18%
420
-420
71
$21K 0.18%
40
-40
72
$21K 0.18%
+150
73
$21K 0.18%
+90
74
$20K 0.18%
60
-60
75
$20K 0.18%
+60
1 2
3
4 5