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
$29.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.17M
3
+$326K
4
AAPL icon
Apple
AAPL
+$274K
5
MSFT icon
Microsoft
MSFT
+$255K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Technology 6.23%
3 Healthcare 4.67%
4 Communication Services 3.43%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.15%
+570
77
$45K 0.15%
+618
78
$44K 0.15%
+930
79
$42K 0.14%
+1,350
80
$42K 0.14%
+2,860
81
$42K 0.14%
+420
82
$42K 0.14%
+1,160
83
$42K 0.14%
+490
84
$42K 0.14%
+580
85
$42K 0.14%
+720
86
$41K 0.14%
+580
87
$40K 0.13%
+2,120
88
$40K 0.13%
+450
89
$40K 0.13%
+1,017
90
$39K 0.13%
+10
91
$38K 0.13%
+454
92
$38K 0.13%
+740
93
$38K 0.13%
+1,030
94
$38K 0.13%
+1,160
95
$37K 0.12%
+460
96
$36K 0.12%
+460
97
$36K 0.12%
+1,290
98
$36K 0.12%
+1,395
99
$35K 0.12%
+669
100
$35K 0.12%
+1,020
2 3
4
5 6