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
51
$74K 0.39%
+1,880
52
$73K 0.38%
1,400
53
$72K 0.38%
620
-170
54
$72K 0.38%
180
+60
55
$71K 0.37%
1,042
-603
56
$69K 0.36%
1,030
57
$63K 0.33%
2,065
-2,781
58
$61K 0.32%
520
59
$60K 0.31%
750
60
$59K 0.31%
500
61
$58K 0.3%
380
62
$57K 0.3%
2,020
63
$57K 0.3%
1,380
64
$56K 0.29%
870
65
$48K 0.25%
+300
66
$47K 0.25%
700
67
$46K 0.24%
250
68
$41K 0.21%
1,710
-18,698
69
$41K 0.21%
550
70
$40K 0.21%
430
71
$40K 0.21%
920
-470
72
$37K 0.19%
1,000
73
$37K 0.19%
259
-1,097
74
$36K 0.19%
570
75
$35K 0.18%
1,470
-2,820
1 2
3
4 5