MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
This Quarter Return
+8.88%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$31.1M
AUM Growth
+$31.1M
(+11%)
Cap. Flow
+$3.09M
Cap. Flow
% of AUM
9.94%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
233
New
14
Increased
17
Reduced
6
Closed
11
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.01M |
| 2 |
Intuitive Surgical
ISRG
|
$970K |
| 3 |
Boeing
BA
|
$558K |
| 4 |
Cintas
CTAS
|
$475K |
| 5 |
Nike
NKE
|
$299K |
Top Sells
| 1 |
Tesla
TSLA
|
$535K |
| 2 |
Broadcom
AVGO
|
$395K |
| 3 |
Northrop Grumman
NOC
|
$332K |
| 4 |
Micron Technology
MU
|
$326K |
| 5 |
Applied Materials
AMAT
|
$266K |
Sector Composition
| 1 | Technology | 23.4% |
| 2 | Consumer Discretionary | 15.04% |
| 3 | Healthcare | 12.32% |
| 4 | Industrials | 11.34% |
| 5 | Communication Services | 9.19% |