MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
1-Year Return
17.25%
This Quarter Return
+0.74%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$26.1M
AUM Growth
+$2.22M
(+9.3%)
Cap. Flow
-$1.63M
Cap. Flow
% of AUM
-6.25%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
251
New
20
Increased
25
Reduced
15
Closed
23
Top Buys
| 1 |
PayPal
PYPL
|
$805K |
| 2 |
Intuitive Surgical
ISRG
|
$685K |
| 3 |
Transocean
RIG
|
$539K |
| 4 |
Alibaba
BABA
|
$446K |
| 5 |
IBM
IBM
|
$382K |
Top Sells
| 1 |
Microsoft
MSFT
|
$764K |
| 2 |
Amazon
AMZN
|
$748K |
| 3 |
Micron Technology
MU
|
$403K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$337K |
| 5 |
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% |
