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
$18.5M
AUM Growth
+$888K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$327K
3
+$306K
4
AAPL icon
Apple
AAPL
+$220K
5
TSLA icon
Tesla
TSLA
+$220K

Top Sells

1
+$224K
2
+$175K
3
+$155K
4
CMCSA icon
Comcast
CMCSA
+$151K
5
AMZN icon
Amazon
AMZN
+$151K

Sector Composition

1 Technology 21.41%
2 Communication Services 9.96%
3 Consumer Discretionary 9.57%
4 Industrials 8.17%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$149K 0.8%
4,450
+2,230
27
$147K 0.79%
1,180
+380
28
$146K 0.79%
4,040
+1,400
29
$145K 0.78%
4,300
+560
30
$141K 0.76%
1,080
+500
31
$126K 0.68%
1,950
+750
32
$120K 0.65%
450
+100
33
$114K 0.62%
770
+150
34
$113K 0.61%
2,630
-150
35
$112K 0.61%
2,500
+2,300
36
$112K 0.61%
720
+680
37
$98K 0.53%
+1,190
38
$94K 0.51%
1,390
-190
39
$93K 0.5%
3,930
-3,500
40
$91K 0.49%
850
-130
41
$88K 0.48%
+2,080
42
$87K 0.47%
890
+600
43
$86K 0.46%
1,070
+440
44
$83K 0.45%
670
-540
45
$83K 0.45%
1,490
-1,190
46
$82K 0.44%
1,020
+970
47
$82K 0.44%
+440
48
$81K 0.44%
460
-470
49
$79K 0.43%
441
+338
50
$77K 0.42%
+730
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