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
$26.1M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$685K
3
+$539K
4
BABA icon
Alibaba
BABA
+$446K
5
IBM icon
IBM
IBM
+$382K

Top Sells

1
+$764K
2
+$748K
3
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$337K
5
TSLA icon
Tesla
TSLA
+$266K

Sector Composition

1 Technology 22.75%
2 Financials 13.94%
3 Healthcare 10.86%
4 Consumer Discretionary 8.86%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.2%
510
102
$50K 0.19%
570
103
$49K 0.19%
750
104
$49K 0.19%
940
105
$47K 0.18%
410
106
$46K 0.18%
1,260
107
$45K 0.17%
610
108
$44K 0.17%
470
109
$43K 0.17%
460
110
$43K 0.17%
610
-1,420
111
$43K 0.17%
+670
112
$42K 0.16%
750
113
$40K 0.15%
710
114
$38K 0.15%
1,350
+1,000
115
$38K 0.15%
840
116
$38K 0.15%
350
117
$37K 0.14%
+440
118
$37K 0.14%
600
119
$36K 0.14%
1,300
120
$36K 0.14%
416
121
$36K 0.14%
+1,324
122
$34K 0.13%
270
123
$34K 0.13%
360
124
$34K 0.13%
250
125
$33K 0.13%
270
3 4
5
6 7