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
$18.5M
AUM Growth
+$888K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$597K
2
+$327K
3
+$306K
4
AAPL icon
Apple
AAPL
+$220K
5
TSLA icon
Tesla
TSLA
+$220K

Top Sells

1
+$224K
2
+$175K
3
+$155K
4
CMCSA icon
Comcast
CMCSA
+$151K
5
AMZN icon
Amazon
AMZN
+$151K

Sector Composition

1 Technology 21.41%
2 Communication Services 9.96%
3 Consumer Discretionary 9.57%
4 Industrials 8.17%
5 Financials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.18%
970
-980
102
$33K 0.18%
529
-847
103
$33K 0.18%
+280
104
$32K 0.17%
469
-479
105
$31K 0.17%
2,400
106
$30K 0.16%
500
-500
107
$30K 0.16%
280
-280
108
$30K 0.16%
330
-140
109
$30K 0.16%
250
110
$29K 0.16%
680
-30
111
$29K 0.16%
440
112
$28K 0.15%
970
113
$28K 0.15%
490
-2,720
114
$27K 0.15%
250
115
$27K 0.15%
1,500
116
$26K 0.14%
157
-638
117
$26K 0.14%
500
-980
118
$25K 0.14%
155
+107
119
$24K 0.13%
410
120
$24K 0.13%
310
-320
121
$23K 0.12%
270
-540
122
$21K 0.11%
+350
123
$21K 0.11%
+177
124
$21K 0.11%
431
-430
125
$21K 0.11%
449
-449
3 4
5
6 7