MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
This Quarter Return
+7.52%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$23.8M
AUM Growth
+$23.8M
(+14%)
Cap. Flow
+$1.11M
Cap. Flow
% of AUM
4.64%
Top 10 Holdings %
Top 10 Hldgs %
34.81%
Holding
252
New
39
Increased
50
Reduced
84
Closed
22
Top Buys
| 1 |
Oshkosh
OSK
|
$404K |
| 2 |
3M
MMM
|
$209K |
| 3 |
Tesla
TSLA
|
$202K |
| 4 |
ATVI
Activision Blizzard Inc.
ATVI
|
$193K |
| 5 |
Take-Two Interactive
TTWO
|
$176K |
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$634K |
| 2 |
NVIDIA
NVDA
|
$442K |
| 3 |
Applied Materials
AMAT
|
$323K |
| 4 |
CSX Corp
CSX
|
$197K |
| 5 |
Freeport-McMoran
FCX
|
$171K |
Sector Composition
| 1 | Technology | 24.52% |
| 2 | Consumer Discretionary | 13.07% |
| 3 | Communication Services | 11.81% |
| 4 | Financials | 9.31% |
| 5 | Industrials | 8.98% |
