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
76
$40K 0.28%
780
77
$39K 0.28%
300
78
$38K 0.27%
210
+30
79
$38K 0.27%
410
+400
80
$38K 0.27%
530
+270
81
$38K 0.27%
1,410
-150
82
$36K 0.25%
50
-10
83
$35K 0.25%
770
-270
84
$35K 0.25%
700
+220
85
$35K 0.25%
280
+190
86
$35K 0.25%
600
87
$34K 0.24%
250
88
$34K 0.24%
1,400
+200
89
$33K 0.23%
490
-500
90
$33K 0.23%
1,950
-450
91
$32K 0.23%
400
-210
92
$32K 0.23%
1,030
-1,040
93
$30K 0.21%
+360
94
$29K 0.2%
580
+530
95
$28K 0.2%
300
-30
96
$28K 0.2%
420
+150
97
$28K 0.2%
330
-50
98
$27K 0.19%
260
-270
99
$27K 0.19%
340
-350
100
$27K 0.19%
650
2 3
4
5 6