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
126
$19K 0.1%
+390
127
$19K 0.1%
1,740
128
$19K 0.1%
+210
129
$19K 0.1%
+610
130
$19K 0.1%
+240
131
$18K 0.09%
210
132
$18K 0.09%
286
133
$18K 0.09%
460
134
$18K 0.09%
1,020
135
$17K 0.09%
370
136
$17K 0.09%
970
137
$17K 0.09%
290
138
$16K 0.08%
200
139
$15K 0.08%
10
140
$15K 0.08%
610
141
$15K 0.08%
380
142
$14K 0.07%
200
143
$14K 0.07%
260
144
$14K 0.07%
190
145
$14K 0.07%
540
146
$14K 0.07%
180
-1,240
147
$14K 0.07%
1,430
148
$14K 0.07%
241
149
$14K 0.07%
100
150
$13K 0.07%
311
4 5
6
7 8