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
$34.3M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$163K
3
+$103K
4
AAPL icon
Apple
AAPL
+$93.8K
5
NEM icon
Newmont
NEM
+$87K

Top Sells

1
+$5.06M
2
+$161K
3
+$125K
4
ORCL icon
Oracle
ORCL
+$89K
5
DTV
DIRECTV COM STK (DE)
DTV
+$79K

Sector Composition

1 Healthcare 5.99%
2 Technology 5.58%
3 Communication Services 4.22%
4 Consumer Discretionary 2.41%
5 Energy 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.08%
670
-90
102
$27K 0.08%
+400
103
$26K 0.08%
376
-125
104
$26K 0.08%
170
-70
105
$26K 0.08%
230
-80
106
$26K 0.08%
+1,200
107
$26K 0.08%
+200
108
$26K 0.08%
+970
109
$25K 0.07%
626
+184
110
$25K 0.07%
+330
111
$25K 0.07%
1,013
112
$25K 0.07%
350
+128
113
$25K 0.07%
+1,200
114
$25K 0.07%
100
115
$24K 0.07%
+670
116
$24K 0.07%
200
+50
117
$23K 0.07%
1,400
-9,800
118
$23K 0.07%
3,200
119
$23K 0.07%
250
+60
120
$22K 0.06%
375
+239
121
$22K 0.06%
+15
122
$22K 0.06%
380
123
$21K 0.06%
+430
124
$21K 0.06%
190
-200
125
$20K 0.06%
+400
3 4
5
6 7