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
$29.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$3.17M
3
+$326K
4
AAPL icon
Apple
AAPL
+$274K
5
MSFT icon
Microsoft
MSFT
+$255K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 14.17%
2 Technology 6.23%
3 Healthcare 4.67%
4 Communication Services 3.43%
5 Financials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.08%
+150
127
$23K 0.08%
+376
128
$22K 0.07%
+5,000
129
$22K 0.07%
+600
130
$22K 0.07%
+290
131
$20K 0.07%
+1,540
132
$20K 0.07%
+360
133
$20K 0.07%
+560
134
$20K 0.07%
+230
135
$19K 0.06%
+1,100
136
$18K 0.06%
+240
137
$18K 0.06%
+400
138
$18K 0.06%
+390
139
$18K 0.06%
+628
140
$17K 0.06%
+380
141
$17K 0.06%
+820
142
$17K 0.06%
+210
143
$17K 0.06%
+380
144
$17K 0.06%
+270
145
$17K 0.06%
+300
146
$15K 0.05%
+480
147
$15K 0.05%
+290
148
$15K 0.05%
+240
149
$14K 0.05%
+610
150
$12K 0.04%
+3,200
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