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
$20.7M
AUM Growth
-$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$504K
3 +$464K
4
WDFC icon
WD-40
WDFC
+$385K
5
GM icon
General Motors
GM
+$315K

Top Sells

1 +$545K
2 +$484K
3 +$470K
4
VZ icon
Verizon
VZ
+$296K
5
JNJ icon
Johnson & Johnson
JNJ
+$292K

Sector Composition

1 Technology 24.55%
2 Consumer Discretionary 17.64%
3 Consumer Staples 11.4%
4 Industrials 8.4%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,020
127
-4,680
128
-530
129
-1,080
130
-310
131
-1,730
132
-3,230
133
-2,090
134
-640
135
-5,460
136
-770
137
-980
138
-1,330
139
-2,200
140
-630
141
-5,660
142
-3,217
143
-480
144
-2,000
145
-1,970
146
-1,100
147
-460
148
-510
149
-1,420
150
-400