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
51
$57K 0.4%
660
+450
52
$56K 0.4%
+1,200
53
$55K 0.39%
190
-400
54
$55K 0.39%
1,080
+900
55
$54K 0.38%
650
+560
56
$54K 0.38%
290
+280
57
$53K 0.37%
308
58
$52K 0.37%
+460
59
$52K 0.37%
+1,430
60
$51K 0.36%
1,010
-250
61
$51K 0.36%
960
+190
62
$50K 0.35%
360
+300
63
$47K 0.33%
880
-40
64
$46K 0.32%
3,400
+1,980
65
$46K 0.32%
1,520
+190
66
$46K 0.32%
+722
67
$44K 0.31%
490
+130
68
$43K 0.3%
1,170
-550
69
$43K 0.3%
870
-50
70
$42K 0.3%
510
71
$42K 0.3%
+581
72
$41K 0.29%
430
+180
73
$41K 0.29%
840
+20
74
$41K 0.29%
150
+20
75
$40K 0.28%
640
+460
1 2
3
4 5