MUMSS
Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings
AUM
$7.89M
This Quarter Return
-2.46%
1 Year Return
+26.28%
3 Year Return
+20.49%
5 Year Return
–
10 Year Return
–
AUM
$7.43M
AUM Growth
-$67.2M
(-90%)
Cap. Flow
-$81.8M
Cap. Flow
% of AUM
-1,100.36%
Top 10 Holdings %
Top 10 Hldgs %
57.09%
Holding
172
New
–
Increased
9
Reduced
4
Closed
2
Top Buys
| 1 |
AutoZone
AZO
|
$281K |
| 2 |
Southern Company
SO
|
$132K |
| 3 |
McDonald's
MCD
|
$96.2K |
| 4 |
Amazon
AMZN
|
$64.4K |
| 5 |
Chevron
CVX
|
$63.1K |
Top Sells
| 1 |
Tesla
TSLA
|
$80M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$363K |
| 3 |
Meta Platforms (Facebook)
META
|
$85K |
| 4 |
Exxon Mobil
XOM
|
$76.8K |
| 5 |
Procter & Gamble
PG
|
$73K |
Sector Composition
| 1 | Technology | 15.44% |
| 2 | Consumer Discretionary | 13.75% |
| 3 | Healthcare | 10.46% |
| 4 | Financials | 7.39% |
| 5 | Consumer Staples | 4.63% |
