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
$26.1M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$685K
3
+$539K
4
BABA icon
Alibaba
BABA
+$446K
5
IBM icon
IBM
IBM
+$382K

Top Sells

1
+$764K
2
+$748K
3
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$337K
5
TSLA icon
Tesla
TSLA
+$266K

Sector Composition

1 Technology 22.75%
2 Financials 13.94%
3 Healthcare 10.86%
4 Consumer Discretionary 8.86%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72K 0.28%
380
77
$72K 0.28%
1,160
78
$71K 0.27%
640
+630
79
$71K 0.27%
770
80
$67K 0.26%
500
81
$67K 0.26%
620
82
$67K 0.26%
1,400
83
$66K 0.25%
1,016
84
$65K 0.25%
650
85
$63K 0.24%
1,330
86
$62K 0.24%
1,440
87
$62K 0.24%
+11,911
88
$61K 0.23%
1,000
89
$60K 0.23%
1,640
90
$60K 0.23%
1,880
91
$60K 0.23%
780
92
$58K 0.22%
920
+470
93
$57K 0.22%
350
94
$57K 0.22%
260
95
$56K 0.22%
+3,330
96
$55K 0.21%
550
97
$54K 0.21%
980
98
$52K 0.2%
1,000
99
$52K 0.2%
630
100
$52K 0.2%
+980
2 3
4
5 6