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
$30.2M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$531K
3
+$494K
4
ISRG icon
Intuitive Surgical
ISRG
+$472K
5
LYFT icon
Lyft
LYFT
+$470K

Top Sells

1
+$1.34M
2
+$205K
3
+$107K
4
ATHM icon
Autohome
ATHM
+$106K
5
DLTR icon
Dollar Tree
DLTR
+$100K

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 13%
3 Industrials 12.95%
4 Healthcare 11.35%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$170K 0.56%
980
+370
52
$161K 0.53%
690
53
$156K 0.52%
530
+20
54
$153K 0.51%
5,300
+2,200
55
$149K 0.49%
+460
56
$145K 0.48%
630
+160
57
$144K 0.48%
+3,040
58
$136K 0.45%
520
59
$130K 0.43%
+1,330
60
$126K 0.42%
+2,330
61
$120K 0.4%
3,040
+2,590
62
$120K 0.4%
6,400
-5,100
63
$114K 0.38%
+5,460
64
$106K 0.35%
2,220
+2,025
65
$106K 0.35%
1,450
+1,300
66
$103K 0.34%
2,440
-2,250
67
$103K 0.34%
+3,260
68
$103K 0.34%
+1,500
69
$103K 0.34%
+310
70
$102K 0.34%
+510
71
$102K 0.34%
2,000
-840
72
$102K 0.34%
1,850
-790
73
$100K 0.33%
+980
74
$100K 0.33%
480
-350
75
$100K 0.33%
+4,050
1 2
3
4 5