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
126
$20K 0.11%
120
-120
127
$19K 0.1%
320
-320
128
$19K 0.1%
610
-4,000
129
$19K 0.1%
690
-690
130
$18K 0.1%
310
-320
131
$18K 0.1%
110
-120
132
$17K 0.09%
200
133
$17K 0.09%
210
-1,170
134
$17K 0.09%
290
135
$17K 0.09%
390
-400
136
$16K 0.09%
320
-330
137
$16K 0.09%
311
138
$16K 0.09%
400
-10
139
$15K 0.08%
290
-300
140
$15K 0.08%
310
-1,910
141
$15K 0.08%
150
142
$15K 0.08%
290
+60
143
$15K 0.08%
830
-830
144
$14K 0.08%
380
-380
145
$14K 0.08%
+170
146
$14K 0.08%
150
-150
147
$14K 0.08%
250
-1,140
148
$14K 0.08%
260
-260
149
$13K 0.07%
170
-180
150
$13K 0.07%
310
-310
4 5
6
7 8