MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
1-Year Return
17.25%
This Quarter Return
-9.4%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$13.3M
AUM Growth
-$17.7M
(-57%)
Cap. Flow
-$18M
Cap. Flow
% of AUM
-135.51%
Top 10 Holdings %
Top 10 Hldgs %
54.36%
Holding
230
New
9
Increased
17
Reduced
39
Closed
127
Top Buys
| 1 |
ASML
ASML
|
$243K |
| 2 |
Carnival Corp
CCL
|
$240K |
| 3 |
Chevron
CVX
|
$199K |
| 4 |
Verizon
VZ
|
$185K |
| 5 |
Edwards Lifesciences
EW
|
$93K |
Top Sells
| 1 |
Intuitive Surgical
ISRG
|
$1.49M |
| 2 |
Amazon
AMZN
|
$1.03M |
| 3 |
NVIDIA
NVDA
|
$703K |
| 4 |
Boeing
BA
|
$595K |
| 5 |
Take-Two Interactive
TTWO
|
$538K |
Sector Composition
| 1 | Technology | 23.4% |
| 2 | Consumer Discretionary | 16.34% |
| 3 | Communication Services | 10.78% |
| 4 | Healthcare | 8.96% |
| 5 | Consumer Staples | 2.56% |