MUMSS
Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings
AUM
$7.89M
This Quarter Return
+3.01%
1 Year Return
+26.28%
3 Year Return
+20.49%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+702%)
Cap. Flow
+$95.6M
Cap. Flow
% of AUM
88.6%
Top 10 Holdings %
Top 10 Hldgs %
93.79%
Holding
121
New
39
Increased
35
Reduced
22
Closed
21
Top Buys
| 1 |
Apple
AAPL
|
$94.8M |
| 2 |
Micron Technology
MU
|
$285K |
| 3 |
Microsoft
MSFT
|
$217K |
| 4 |
iShares US Real Estate ETF
IYR
|
$187K |
| 5 |
Intuitive Surgical
ISRG
|
$159K |
Top Sells
| 1 |
Ulta Beauty
ULTA
|
$401K |
| 2 |
Delta Air Lines
DAL
|
$341K |
| 3 |
AutoZone
AZO
|
$272K |
| 4 |
Mastercard
MA
|
$270K |
| 5 |
Emerson Electric
EMR
|
$182K |
Sector Composition
| 1 | Technology | 90.31% |
| 2 | Consumer Discretionary | 1.72% |
| 3 | Healthcare | 1.09% |
| 4 | Financials | 0.97% |
| 5 | Industrials | 0.92% |
