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
$18.9M
AUM Growth
-$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$462K
2
+$336K
3
+$161K
4
LMT icon
Lockheed Martin
LMT
+$156K
5
MCD icon
McDonald's
MCD
+$138K

Top Sells

1
+$464K
2
+$457K
3
+$385K
4
AMZN icon
Amazon
AMZN
+$370K
5
SPGI icon
S&P Global
SPGI
+$343K

Sector Composition

1 Technology 30.11%
2 Consumer Discretionary 21.41%
3 Industrials 12.88%
4 Consumer Staples 9.8%
5 Communication Services 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K 0.03%
76
77
$4K 0.02%
50
78
$4K 0.02%
30
79
$4K 0.02%
9
80
$4K 0.02%
60
81
$3K 0.02%
220
82
$3K 0.02%
170
83
– –
-1,200
84
– –
-13,000
85
– –
-1,400
86
– –
-2,100
87
– –
-130
88
– –
-800
1 2 3
4