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
101
$36K 0.02%
760
+140
102
$36K 0.02%
180
-190
103
$35K 0.02%
+340
104
$35K 0.02%
230
-230
105
$34K 0.02%
130
-140
106
$34K 0.02%
20
-30
107
$34K 0.02%
450
-450
108
$31K 0.02%
150
-160
109
$31K 0.02%
80
-90
110
$30K 0.01%
140
-140
111
$30K 0.01%
60
-70
112
$29K 0.01%
1,390
-1,390
113
$29K 0.01%
310
+10
114
$28K 0.01%
600
-610
115
$28K 0.01%
1,060
+280
116
$26K 0.01%
40
-50
117
$26K 0.01%
270
-270
118
$25K 0.01%
190
-200
119
$25K 0.01%
360
-360
120
$24K 0.01%
120
-120
121
$24K 0.01%
210
-210
122
$23K 0.01%
70
-80
123
$22K 0.01%
+210
124
$21K 0.01%
130
-30
125
$21K 0.01%
+120
3 4
5
6 7