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
$13.3M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$265K
3
+$212K
4
VZ icon
Verizon
VZ
+$187K
5
NEE icon
NextEra Energy
NEE
+$92.7K

Top Sells

1
+$1.49M
2
+$1.14M
3
+$1.01M
4
BA icon
Boeing
BA
+$595K
5
TTWO icon
Take-Two Interactive
TTWO
+$538K

Sector Composition

1 Technology 23.4%
2 Consumer Discretionary 16.34%
3 Communication Services 10.78%
4 Healthcare 8.96%
5 Consumer Staples 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
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