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
76
$34K 0.18%
530
77
$34K 0.18%
800
78
$33K 0.17%
1,080
-65,080
79
$32K 0.17%
215
80
$31K 0.16%
250
81
$31K 0.16%
230
82
$31K 0.16%
1,260
83
$31K 0.16%
440
84
$30K 0.16%
420
85
$30K 0.16%
170
86
$30K 0.16%
240
+160
87
$30K 0.16%
410
-1,240
88
$30K 0.16%
300
89
$30K 0.16%
500
+330
90
$29K 0.15%
130
91
$28K 0.15%
410
92
$27K 0.14%
340
+240
93
$27K 0.14%
760
+670
94
$25K 0.13%
360
+320
95
$24K 0.13%
880
+700
96
$24K 0.13%
310
-740
97
$23K 0.12%
160
98
$23K 0.12%
2,400
99
$22K 0.12%
180
100
$22K 0.12%
300
-770
2 3
4
5 6