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
$26.1M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$695K
3
+$561K
4
BABA icon
Alibaba
BABA
+$458K
5
ALB icon
Albemarle
ALB
+$411K

Top Sells

1
+$765K
2
+$748K
3
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$337K
5
TSLA icon
Tesla
TSLA
+$330K

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
151
$19K 0.07%
311
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$18K 0.07%
430
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$17K 0.07%
180
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$17K 0.07%
100
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$16K 0.06%
610
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400
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283
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$15K 0.06%
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$14K 0.05%
470
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$14K 0.05%
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$14K 0.05%
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$14K 0.05%
320
170
$13K 0.05%
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171
$12K 0.05%
180
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$12K 0.05%
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$12K 0.05%
880
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$12K 0.05%
70
175
$11K 0.04%
70
5 6
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