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
76
$9K 0.07%
+60
77
$8K 0.06%
+60
78
$3K 0.02%
+20
79
$3K 0.02%
+20
80
– –
-2,550
81
– –
-7,670
82
– –
-5,380
1 2 3
4