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
126
$19K 0.01%
+40
127
$19K 0.01%
+50
128
$18K 0.01%
+230
129
$17K 0.01%
30
-30
130
$16K 0.01%
+410
131
$15K 0.01%
+60
132
$14K 0.01%
400
-410
133
$14K 0.01%
200
-250
134
$13K 0.01%
20
-20
135
$10K ﹤0.01%
110
-120
136
$9K ﹤0.01%
+180
137
$9K ﹤0.01%
20
-20
138
$8K ﹤0.01%
160
-180
139
$8K ﹤0.01%
30
-40
140
$7K ﹤0.01%
+100
141
$7K ﹤0.01%
90
-90
142
$5K ﹤0.01%
40
-40
143
$5K ﹤0.01%
20
-20
144
$4K ﹤0.01%
30
-40
145
$4K ﹤0.01%
20
-40
146
$3K ﹤0.01%
10
-20
147
$2K ﹤0.01%
40
-39
148
$1K ﹤0.01%
10
-20
149
– –
-110
150
– –
-1,930
3 4 5
6
7