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
+$228K
2
+$200K
3
+$118K
4
GM icon
General Motors
GM
+$3.66K

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
– –
-700
77
– –
-76
78
– –
-530
79
– –
-400
80
– –
-750
81
– –
-119
82
– –
-150
83
– –
-180
84
– –
-250
85
– –
-840
1 2 3
4