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
$14.2M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$158K
3
+$88K
4
BMY icon
Bristol-Myers Squibb
BMY
+$72.6K
5
GT icon
Goodyear
GT
+$69.9K

Top Sells

1
+$206K
2
+$116K
3
+$105K
4
EBAY icon
eBay
EBAY
+$99K
5
GEN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84K 0.59%
1,380
-190
27
$84K 0.59%
860
+260
28
$83K 0.59%
600
+390
29
$82K 0.58%
2,030
30
$79K 0.56%
2,700
+2,390
31
$79K 0.56%
2,646
+2,235
32
$78K 0.55%
1,702
+1,408
33
$75K 0.53%
900
+530
34
$69K 0.49%
940
+430
35
$64K 0.45%
540
-430
36
$63K 0.44%
+810
37
$63K 0.44%
+640
38
$63K 0.44%
580
+490
39
$62K 0.44%
4,010
+1,490
40
$62K 0.44%
430
+50
41
$62K 0.44%
+2,410
42
$61K 0.43%
530
-110
43
$61K 0.43%
1,400
44
$58K 0.41%
1,480
+1,460
45
$58K 0.41%
860
+60
46
$58K 0.41%
+94,000
47
$58K 0.41%
370
48
$57K 0.4%
580
+400
49
$57K 0.4%
1,780
+820
50
$57K 0.4%
830
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