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
$108M
AUM Growth
+$94.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$94.8M
2
+$285K
3
+$217K
4
IYR icon
iShares US Real Estate ETF
IYR
+$187K
5
ISRG icon
Intuitive Surgical
ISRG
+$159K

Top Sells

1
+$401K
2
+$341K
3
+$272K
4
MA icon
Mastercard
MA
+$270K
5
EMR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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