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
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