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
$14.9M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$108K
3
+$93K
4
EXPE icon
Expedia Group
EXPE
+$92.9K
5
MSFT icon
Microsoft
MSFT
+$79.2K

Top Sells

1
+$21.4M
2
+$111K
3
+$87K
4
BKNG icon
Booking.com
BKNG
+$81K
5
META icon
Meta Platforms (Facebook)
META
+$79.7K

Sector Composition

1 Technology 17.01%
2 Healthcare 14.02%
3 Consumer Discretionary 10.72%
4 Communication Services 7.68%
5 Financials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
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