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
$26.1M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$685K
3
+$539K
4
BABA icon
Alibaba
BABA
+$446K
5
IBM icon
IBM
IBM
+$382K

Top Sells

1
+$764K
2
+$748K
3
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$337K
5
TSLA icon
Tesla
TSLA
+$266K

Sector Composition

1 Technology 22.75%
2 Financials 13.94%
3 Healthcare 10.86%
4 Consumer Discretionary 8.86%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232K 0.89%
7,740
27
$232K 0.89%
1,020
+170
28
$219K 0.84%
9,300
+1,300
29
$218K 0.84%
1,010
+300
30
$213K 0.82%
3,150
+1,860
31
$212K 0.81%
2,940
+2,760
32
$211K 0.81%
770
+540
33
$209K 0.8%
+2,580
34
$207K 0.79%
1,810
+1,710
35
$203K 0.78%
+810
36
$197K 0.76%
9,700
37
$194K 0.74%
4,530
38
$186K 0.71%
10,500
-15,000
39
$180K 0.69%
3,250
+1,740
40
$171K 0.66%
1,870
-8,360
41
$158K 0.61%
9,000
42
$154K 0.59%
3,800
43
$154K 0.59%
880
44
$153K 0.59%
860
-520
45
$152K 0.58%
450
+160
46
$151K 0.58%
+600
47
$149K 0.57%
2,000
+100
48
$148K 0.57%
690
49
$145K 0.56%
687
50
$145K 0.56%
4,240
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2
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