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
51
$123K 0.47%
+6,630
52
$120K 0.46%
1,140
53
$117K 0.45%
2,910
+2,430
54
$114K 0.44%
622
-442
55
$111K 0.43%
1,588
56
$105K 0.4%
320
+220
57
$103K 0.4%
630
58
$97K 0.37%
560
59
$96K 0.37%
+790
60
$95K 0.36%
700
61
$94K 0.36%
550
62
$89K 0.34%
+4,400
63
$88K 0.34%
560
64
$87K 0.33%
840
65
$85K 0.33%
370
-422
66
$83K 0.32%
910
67
$82K 0.31%
2,424
68
$80K 0.31%
1,960
69
$76K 0.29%
380
70
$76K 0.29%
590
-440
71
$74K 0.28%
650
-710
72
$74K 0.28%
750
73
$73K 0.28%
1,180
74
$73K 0.28%
920
+530
75
$73K 0.28%
930
1 2
3
4 5