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
76
$71K 0.03%
+170
77
$71K 0.03%
+1,460
78
$66K 0.03%
+220
79
$63K 0.03%
550
-550
80
$59K 0.03%
440
-450
81
$59K 0.03%
+810
82
$56K 0.03%
310
-310
83
$56K 0.03%
150
-160
84
$54K 0.03%
700
-700
85
$53K 0.03%
+690
86
$53K 0.03%
280
-290
87
$52K 0.03%
190
-190
88
$51K 0.03%
590
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89
$51K 0.03%
+470
90
$47K 0.02%
110
-120
91
$45K 0.02%
350
-350
92
$44K 0.02%
+200
93
$42K 0.02%
650
-650
94
$41K 0.02%
650
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95
$39K 0.02%
230
-240
96
$38K 0.02%
1,000
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97
$38K 0.02%
110
-120
98
$38K 0.02%
80
-90
99
$37K 0.02%
+280
100
$36K 0.02%
500
-500
2 3
4
5 6