MUS

Mitsubishi UFJ Securities Portfolio holdings

AUM $69.4M
1-Year Est. Return 17.25%
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$26.1M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$685K
3
+$539K
4
BABA icon
Alibaba
BABA
+$446K
5
IBM icon
IBM
IBM
+$382K

Top Sells

1
+$764K
2
+$748K
3
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$337K
5
TSLA icon
Tesla
TSLA
+$266K

Sector Composition

1 Technology 22.75%
2 Financials 13.94%
3 Healthcare 10.86%
4 Consumer Discretionary 8.86%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-1,090
227
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-3,050
228
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-3,660
229
$0 ﹤0.01%
14
230
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-330
231
$0 ﹤0.01%
6
232
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-6,400
233
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-1,610
234
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-9,810
235
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-6,200
236
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-44,800
237
$0 ﹤0.01%
10
238
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-10
239
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-1,520
240
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-2,030
241
– –
-2,270
242
– –
-2,610
243
– –
-3,660
244
– –
-610
245
– –
-1,550
6 7 8 9
10