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MUMSS

Mitsubishi UFJ Morgan Stanley Securities Portfolio holdings

AUM $32.7M
This Fund
S&P 500
This Quarter Est. Return
+0.07%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$63.6M
AUM Growth
–
Cap. Flow
+$64.8M
Cap. Flow %
101.94%
Top 10 Hldgs %
35.83%
Holding
130
New
130
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$7.86M
2
PLTR icon
Palantir
PLTR
+$2.56M
3
ORCL icon
Oracle
ORCL
+$2.41M
4
QBTS icon
D-Wave Quantum Inc. Common Stock
QBTS
+$1.89M
5
CRWD icon
CrowdStrike
CRWD
+$1.55M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 52.52%
2 Industrials 11.05%
3 Financials 8.04%
4 Consumer Discretionary 7.87%
5 Communication Services 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDS icon
126
Factset
FDS
$10.2B
$156K 0.25%
+538
New +$151K
COIN icon
127
Coinbase
COIN
$40.5B
$144K 0.23%
+635
New +$189K
AXON
128
Axon Enterprise
AXON
$46.4B
$141K 0.22%
+248
New +$154K
FIG
129
Figma
FIG
$12.4B
$91.9K 0.14%
+2,460
New +$111K
SOLS
130
Solstice Advanced Materials
SOLS
$9.68B
$14.2K 0.02%
+293
New +$13.8K
2 3 4 5
6

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Mitsubishi UFJ Morgan Stanley Securities's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Mitsubishi UFJ Morgan Stanley Securities, which disclosed 130 positions worth $63.6M. Its ten largest holdings account for 36% of the portfolio.

Its largest position is NVIDIA: 42,240 shares worth $7.88M.

By sector, the portfolio is most concentrated in Technology at 53% of assets, followed by Industrials and Financials.

  • Mitsubishi UFJ Morgan Stanley Securities's largest Q4 2025 buy was NVIDIA: 42,240 shares worth $7.88M.
  • Mitsubishi UFJ Morgan Stanley Securities's ten largest holdings make up 36% of its $63.6M portfolio in Q4 2025.
  • Mitsubishi UFJ Morgan Stanley Securities disclosed 130 positions in Q4 2025, its first 13F filing on record.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2025, filed 10 Feb 2026.