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
$19.1M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$995K
2
+$467K
3
+$247K
4
BIIB icon
Biogen
BIIB
+$222K
5
MSFT icon
Microsoft
MSFT
+$157K

Top Sells

1
+$2.29M
2
+$1.99M
3
+$1.89M
4
SWNC
Southwestern Energy Company
SWNC
+$1.57M
5
AMT icon
American Tower
AMT
+$1.5M

Sector Composition

1 Technology 21.38%
2 Communication Services 8.95%
3 Healthcare 8.88%
4 Consumer Discretionary 7.85%
5 Financials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.12%
410
-240
102
$22K 0.12%
290
103
$22K 0.12%
250
104
$22K 0.12%
430
-380
105
$21K 0.11%
260
106
$21K 0.11%
180
+160
107
$21K 0.11%
210
108
$20K 0.1%
+480
109
$20K 0.1%
+113
110
$20K 0.1%
+1,070
111
$20K 0.1%
+160
112
$20K 0.1%
+680
113
$19K 0.1%
+1,450
114
$19K 0.1%
1,200
115
$19K 0.1%
+400
116
$19K 0.1%
+235
117
$19K 0.1%
+380
118
$19K 0.1%
+600
119
$19K 0.1%
+500
120
$19K 0.1%
+200
121
$19K 0.1%
+210
122
$19K 0.1%
+540
123
$19K 0.1%
+180
124
$19K 0.1%
780
125
$19K 0.1%
+470
3 4
5
6 7