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
$7.43M
AUM Growth
-$67.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$281K
2
+$132K
3
+$96.2K
4
AMZN icon
Amazon
AMZN
+$64.4K
5
CVX icon
Chevron
CVX
+$63.1K

Top Sells

1
+$80M
2
+$363K
3
+$85K
4
XOM icon
Exxon Mobil
XOM
+$76.8K
5
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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171
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