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
76
$45K 0.24%
540
+440
77
$45K 0.24%
1,280
-1,280
78
$45K 0.24%
+600
79
$44K 0.24%
950
-1,070
80
$43K 0.23%
250
81
$43K 0.23%
1,230
-110
82
$43K 0.23%
840
+390
83
$41K 0.22%
+340
84
$41K 0.22%
1,260
85
$40K 0.22%
820
-820
86
$40K 0.22%
+1,020
87
$38K 0.21%
265
-267
88
$38K 0.21%
2,810
+2,460
89
$38K 0.21%
530
90
$38K 0.21%
+290
91
$38K 0.21%
720
+620
92
$37K 0.2%
220
-10
93
$37K 0.2%
800
94
$36K 0.19%
+860
95
$36K 0.19%
+2,020
96
$35K 0.19%
1,346
-1,360
97
$35K 0.19%
+950
98
$34K 0.18%
+650
99
$34K 0.18%
690
-1,490
100
$33K 0.18%
+410
2 3
4
5 6