MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
This Quarter Return
+2.9%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$20.7M
AUM Growth
+$20.7M
(-31%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-63.25%
Top 10 Holdings %
Top 10 Hldgs %
54.08%
Holding
222
New
10
Increased
11
Reduced
21
Closed
132
Top Buys
| 1 |
Beyond Meat
BYND
|
$669K |
| 2 |
Tesla
TSLA
|
$504K |
| 3 |
LivePerson
LPSN
|
$464K |
| 4 |
WD-40
WDFC
|
$385K |
| 5 |
General Motors
GM
|
$315K |
Top Sells
| 1 |
Microsoft
MSFT
|
$545K |
| 2 |
Procter & Gamble
PG
|
$484K |
| 3 |
Lyft
LYFT
|
$470K |
| 4 |
Verizon
VZ
|
$296K |
| 5 |
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% |
