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
$37.2M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$80.5K
3
+$67.7K
4
HPQ icon
HP
HPQ
+$64.7K
5
MSFT icon
Microsoft
MSFT
+$60.2K

Top Sells

1
+$17.3M
2
+$103K
3
+$70K
4
HAL icon
Halliburton
HAL
+$60.7K
5
GS icon
Goldman Sachs
GS
+$60.1K

Sector Composition

1 Technology 5.48%
2 Healthcare 4.69%
3 Financials 3.1%
4 Communication Services 2.99%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$10K 0.03%
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203
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+220
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$10K 0.03%
330
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$7K 0.02%
60
225
$7K 0.02%
40
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