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
$30.2M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$531K
3
+$494K
4
ISRG icon
Intuitive Surgical
ISRG
+$472K
5
LYFT icon
Lyft
LYFT
+$470K

Top Sells

1
+$1.34M
2
+$205K
3
+$107K
4
ATHM icon
Autohome
ATHM
+$106K
5
DLTR icon
Dollar Tree
DLTR
+$100K

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 13%
3 Industrials 12.95%
4 Healthcare 11.35%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$100K 0.33%
3,300
-3,140
77
$99K 0.33%
250
78
$99K 0.33%
1,240
79
$97K 0.32%
950
-220
80
$97K 0.32%
+1,220
81
$97K 0.32%
+810
82
$97K 0.32%
+610
83
$97K 0.32%
530
84
$96K 0.32%
+3,100
85
$96K 0.32%
+390
86
$96K 0.32%
+1,870
87
$96K 0.32%
+2,390
88
$96K 0.32%
+190
89
$96K 0.32%
530
-10
90
$96K 0.32%
+3,200
91
$95K 0.31%
+1,220
92
$95K 0.31%
+1,820
93
$95K 0.31%
+1,340
94
$95K 0.31%
+6,500
95
$95K 0.31%
+900
96
$95K 0.31%
+980
97
$95K 0.31%
460
-10
98
$94K 0.31%
+1,150
99
$94K 0.31%
50
100
$94K 0.31%
1,590
-80
2 3
4
5 6