MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
1-Year Return
17.25%
This Quarter Return
-4.09%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$14.2M
AUM Growth
-$719K
(-4.8%)
Cap. Flow
-$2.37M
Cap. Flow
% of AUM
-16.73%
Top 10 Holdings %
Top 10 Hldgs %
45.82%
Holding
321
New
49
Increased
60
Reduced
106
Closed
54
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$161K |
| 2 |
Regeneron Pharmaceuticals
REGN
|
+$158K |
| 3 |
Moody's
MCO
|
+$88K |
| 4 |
Bristol-Myers Squibb
BMY
|
+$72.6K |
| 5 |
Goodyear
GT
|
+$69.9K |
Top Sells
| 1 |
Apple
AAPL
|
+$206K |
| 2 |
Biogen
BIIB
|
+$116K |
| 3 |
Under Armour
UAA
|
+$105K |
| 4 |
eBay
EBAY
|
+$99K |
| 5 |
Gen Digital
GEN
|
+$99K |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Healthcare | 15.37% |
| 3 | Consumer Discretionary | 10.75% |
| 4 | Communication Services | 9.08% |
| 5 | Financials | 5.36% |
