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
$20.9M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$283K
3
+$266K
4
FCX icon
Freeport-McMoran
FCX
+$253K
5
GILD icon
Gilead Sciences
GILD
+$189K

Top Sells

1
+$696K
2
+$443K
3
+$343K
4
AMD icon
Advanced Micro Devices
AMD
+$200K
5
MMM icon
3M
MMM
+$158K

Sector Composition

1 Technology 25.56%
2 Communication Services 12.19%
3 Healthcare 9.86%
4 Consumer Discretionary 9.33%
5 Financials 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$58K 0.28%
750
77
$58K 0.28%
1,360
78
$58K 0.28%
430
79
$57K 0.27%
900
80
$53K 0.25%
210
81
$53K 0.25%
450
+360
82
$51K 0.24%
360
83
$50K 0.24%
280
84
$47K 0.22%
1,000
85
$46K 0.22%
860
86
$46K 0.22%
570
+500
87
$46K 0.22%
510
88
$46K 0.22%
380
+350
89
$46K 0.22%
600
90
$44K 0.21%
3,430
-15,570
91
$44K 0.21%
+280
92
$44K 0.21%
+570
93
$44K 0.21%
+620
94
$43K 0.21%
400
95
$43K 0.21%
+2,930
96
$43K 0.21%
1,170
97
$43K 0.21%
+800
98
$43K 0.21%
450
99
$42K 0.2%
780
100
$41K 0.2%
622
-608
2 3
4
5 6