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
$14.2M
AUM Growth
-$719K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
321
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$158K
3
+$88K
4
BMY icon
Bristol-Myers Squibb
BMY
+$72.6K
5
GT icon
Goodyear
GT
+$69.9K

Top Sells

1
+$206K
2
+$116K
3
+$105K
4
EBAY icon
eBay
EBAY
+$99K
5
GEN icon
Gen Digital
GEN
+$99K

Sector Composition

1 Technology 15.39%
2 Healthcare 15.37%
3 Consumer Discretionary 10.75%
4 Communication Services 9.08%
5 Financials 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19K 0.13%
300
-320
127
$19K 0.13%
+273
128
$18K 0.13%
140
129
$18K 0.13%
869
130
$18K 0.13%
780
131
$18K 0.13%
+1,020
132
$17K 0.12%
+330
133
$17K 0.12%
380
134
$17K 0.12%
314
+151
135
$17K 0.12%
310
+150
136
$16K 0.11%
210
-210
137
$16K 0.11%
2,400
-3,100
138
$16K 0.11%
210
-210
139
$16K 0.11%
200
-210
140
$16K 0.11%
300
141
$16K 0.11%
360
+130
142
$15K 0.11%
970
143
$15K 0.11%
320
-40
144
$15K 0.11%
1,130
-1,140
145
$15K 0.11%
130
+40
146
$14K 0.1%
180
-180
147
$14K 0.1%
180
-190
148
$14K 0.1%
+450
149
$14K 0.1%
120
-120
150
$13K 0.09%
80
-90
4 5
6
7 8