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
$19.1M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$467K
3
+$247K
4
BIIB icon
Biogen
BIIB
+$222K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$2.29M
2
+$1.99M
3
+$1.89M
4
SWNC
Southwestern Energy Company
SWNC
+$1.57M
5
AMT icon
American Tower
AMT
+$1.5M

Sector Composition

1 Technology 21.38%
2 Communication Services 8.95%
3 Healthcare 8.88%
4 Consumer Discretionary 7.85%
5 Financials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$129K 0.68%
6,900
+5,250
27
$121K 0.63%
1,520
-320
28
$119K 0.62%
2,200
29
$109K 0.57%
3,040
30
$106K 0.56%
2,500
31
$104K 0.54%
+1,220
32
$103K 0.54%
2,290
33
$103K 0.54%
+5,450
34
$101K 0.53%
+2,540
35
$98K 0.51%
+9,030
36
$98K 0.51%
410
+40
37
$96K 0.5%
1,950
38
$95K 0.5%
770
-10,747
39
$94K 0.49%
1,480
40
$93K 0.49%
2,820
41
$92K 0.48%
850
+180
42
$92K 0.48%
+460
43
$90K 0.47%
1,320
44
$88K 0.46%
1,070
+1,000
45
$86K 0.45%
2,688
-600
46
$84K 0.44%
470
47
$84K 0.44%
800
48
$82K 0.43%
6,000
-300
49
$81K 0.42%
1,130
-880
50
$74K 0.39%
1,400
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