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
$11.4M
AUM Growth
+$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$175K
3
+$122K
4
PFE icon
Pfizer
PFE
+$112K
5
NOC icon
Northrop Grumman
NOC
+$109K

Top Sells

1
+$149K
2
+$108K
3
+$87.4K
4
MRK icon
Merck
MRK
+$84.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$61.7K

Sector Composition

1 Technology 37.37%
2 Healthcare 7.45%
3 Consumer Discretionary 7.1%
4 Financials 5.24%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K 0.07%
100
-100
127
$8K 0.07%
70
-70
128
$8K 0.07%
40
-40
129
$7K 0.06%
270
-280
130
$7K 0.06%
160
-160
131
$7K 0.06%
10
-20
132
$7K 0.06%
70
+10
133
$7K 0.06%
50
-60
134
$7K 0.06%
220
+140
135
$7K 0.06%
220
-230
136
$7K 0.06%
100
-110
137
$7K 0.06%
755
138
$7K 0.06%
480
-480
139
$6K 0.05%
60
-70
140
$6K 0.05%
100
-100
141
$6K 0.05%
+160
142
$6K 0.05%
20
-20
143
$6K 0.05%
72
-73
144
$6K 0.05%
120
-120
145
$6K 0.05%
20
-30
146
$6K 0.05%
110
-120
147
$6K 0.05%
50
-50
148
$5K 0.04%
30
-30
149
$5K 0.04%
70
-70
150
$5K 0.04%
50
-60
4 5
6
7 8