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
126
$33K 0.13%
530
127
$33K 0.13%
390
-1,160
128
$33K 0.13%
300
129
$31K 0.12%
+640
130
$31K 0.12%
1,600
131
$31K 0.12%
537
132
$30K 0.12%
+2,400
133
$30K 0.12%
440
134
$29K 0.11%
223
135
$27K 0.1%
650
136
$25K 0.1%
1,500
137
$24K 0.09%
140
138
$24K 0.09%
410
139
$23K 0.09%
390
140
$23K 0.09%
+150
141
$22K 0.08%
430
142
$22K 0.08%
1,950
-4,000
143
$22K 0.08%
380
144
$21K 0.08%
260
145
$21K 0.08%
210
146
$21K 0.08%
880
147
$20K 0.08%
310
148
$20K 0.08%
270
149
$20K 0.08%
130
-620
150
$20K 0.08%
190
4 5
6
7 8