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
126
$20K 0.06%
480
-510
127
$19K 0.06%
2,800
128
$19K 0.06%
90
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129
$19K 0.06%
840
130
$18K 0.05%
110
+30
131
$18K 0.05%
290
-130
132
$18K 0.05%
240
+100
133
$18K 0.05%
300
134
$17K 0.05%
200
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135
$17K 0.05%
164
-233
136
$16K 0.05%
370
-320
137
$16K 0.05%
76
138
$15K 0.04%
+668
139
$15K 0.04%
750
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140
$15K 0.04%
+250
141
$15K 0.04%
300
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142
$15K 0.04%
400
+310
143
$15K 0.04%
1,500
144
$15K 0.04%
280
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145
$14K 0.04%
380
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146
$14K 0.04%
390
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147
$14K 0.04%
90
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148
$14K 0.04%
290
-100
149
$13K 0.04%
+140
150
$13K 0.04%
+520
4 5
6
7 8