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
201
$4K 0.01%
50
202
$4K 0.01%
60
-1,350
203
$4K 0.01%
30
204
$4K 0.01%
119
205
$4K 0.01%
50
-1,060
206
$4K 0.01%
130
207
$3K 0.01%
60
208
$2K 0.01%
220
209
$2K 0.01%
170
210
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-1,600
211
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213
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214
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222
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225
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-1,090
6 7 8
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