MUS

Mitsubishi UFJ Securities Portfolio holdings

AUM $69.4M
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$136K
2 +$135K
3 +$98K
4
GM icon
General Motors
GM
+$2.49K

Top Sells

1 +$2.01M
2 +$1.21M
3 +$1.08M
4
TSLA icon
Tesla
TSLA
+$899K
5
AMZN icon
Amazon
AMZN
+$850K

Sector Composition

1 Consumer Discretionary 12.77%
2 Financials 6.31%
3 Technology 6.27%
4 Industrials 4.55%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-60
77
-170
78
-150
79
-180
80
-250
81
-840
82
-180
83
-1,500
84
-2,240
85
-4,000