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
51
$75K 0.41%
840
-800
52
$72K 0.39%
3,300
+2,600
53
$72K 0.39%
+1,140
54
$71K 0.38%
+870
55
$70K 0.38%
630
+400
56
$70K 0.38%
180
57
$69K 0.37%
1,650
+1,560
58
$68K 0.37%
660
+630
59
$68K 0.37%
1,400
60
$67K 0.36%
+490
61
$67K 0.36%
290
+90
62
$67K 0.36%
810
-60
63
$67K 0.36%
+270
64
$66K 0.36%
700
65
$66K 0.36%
+2,840
66
$62K 0.33%
640
+200
67
$61K 0.33%
1,006
-231
68
$61K 0.33%
858
-874
69
$53K 0.29%
780
+280
70
$50K 0.27%
1,180
-190
71
$49K 0.26%
3,150
-3,750
72
$49K 0.26%
460
-460
73
$48K 0.26%
970
-140
74
$47K 0.25%
560
+500
75
$45K 0.24%
330
-340
1 2
3
4 5