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
76
$17K 0.23%
450
77
$17K 0.23%
1,140
78
$17K 0.23%
420
79
$16K 0.22%
360
80
$16K 0.22%
160
81
$16K 0.22%
100
82
$16K 0.22%
140
83
$16K 0.22%
80
84
$15K 0.2%
500
85
$15K 0.2%
380
86
$15K 0.2%
180
87
$15K 0.2%
50
88
$15K 0.2%
100
89
$14K 0.19%
180
90
$14K 0.19%
370
91
$13K 0.17%
300
92
$13K 0.17%
110
93
$13K 0.17%
180
94
$13K 0.17%
200
95
$13K 0.17%
960
96
$12K 0.16%
550
97
$12K 0.16%
320
98
$12K 0.16%
30
99
$11K 0.15%
130
100
$11K 0.15%
40
2 3
4
5 6