MUS
Mitsubishi UFJ Securities Portfolio holdings
AUM
$69.4M
This Quarter Return
+12.51%
1 Year Return
+17.25%
3 Year Return
+85.23%
5 Year Return
+182.83%
10 Year Return
–
AUM
$30.2M
AUM Growth
+$30.2M
(+73%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
41.55%
Top 10 Holdings %
Top 10 Hldgs %
27.14%
Holding
239
New
103
Increased
33
Reduced
34
Closed
28
Top Buys
| 1 |
Beyond Meat
BYND
|
$723K |
| 2 |
Lockheed Martin
LMT
|
$531K |
| 3 |
Amazon
AMZN
|
$494K |
| 4 |
Intuitive Surgical
ISRG
|
$472K |
| 5 |
Lyft
LYFT
|
$470K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.34M |
| 2 |
Nike
NKE
|
$205K |
| 3 |
Fastenal
FAST
|
$107K |
| 4 |
Autohome
ATHM
|
$106K |
| 5 |
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% |
