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
$30.2M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$723K
2
+$531K
3
+$494K
4
ISRG icon
Intuitive Surgical
ISRG
+$472K
5
LYFT icon
Lyft
LYFT
+$470K

Top Sells

1
+$1.34M
2
+$205K
3
+$107K
4
ATHM icon
Autohome
ATHM
+$106K
5
DLTR icon
Dollar Tree
DLTR
+$100K

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 13%
3 Industrials 12.95%
4 Healthcare 11.35%
5 Financials 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.12%
+970
177
$37K 0.12%
1,500
-3,600
178
$34K 0.11%
410
179
$33K 0.11%
1,000
180
$32K 0.11%
1,040
181
$28K 0.09%
+130
182
$24K 0.08%
290
183
$23K 0.08%
200
184
$22K 0.07%
290
185
$19K 0.06%
60
186
$18K 0.06%
380
187
$17K 0.06%
150
188
$17K 0.06%
311
189
$16K 0.05%
+350
190
$14K 0.05%
170
191
$13K 0.04%
610
192
$13K 0.04%
+900
193
$11K 0.04%
130
194
$11K 0.04%
100
-910
195
$11K 0.04%
150
196
$9K 0.03%
90
197
$8K 0.03%
400
198
$6K 0.02%
90
199
$5K 0.02%
76
200
$5K 0.02%
9
6 7
8
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