MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
This Quarter Return
+11.98%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$18.9M
AUM Growth
+$18.9M
(-9.1%)
Cap. Flow
-$561K
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
54.91%
Holding
91
New
1
Increased
7
Reduced
1
Closed
6
Top Buys
| 1 |
Virgin Galactic
SPCE
|
$462K |
| 2 |
TransDigm Group
TDG
|
$336K |
| 3 |
Cintas
CTAS
|
$161K |
| 4 |
Lockheed Martin
LMT
|
$156K |
| 5 |
McDonald's
MCD
|
$138K |
Top Sells
| 1 |
LivePerson
LPSN
|
$464K |
| 2 |
Boeing
BA
|
$457K |
| 3 |
WD-40
WDFC
|
$385K |
| 4 |
Amazon
AMZN
|
$370K |
| 5 |
S&P Global
SPGI
|
$343K |
Sector Composition
| 1 | Technology | 30.11% |
| 2 | Consumer Discretionary | 21.41% |
| 3 | Industrials | 12.88% |
| 4 | Consumer Staples | 9.8% |
| 5 | Communication Services | 8.83% |
