MUS

Mitsubishi UFJ Securities Portfolio holdings

AUM $69.4M
1-Year Est. Return 17.25%
This Fund
S&P 500
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
+$502K
2
+$488K
3
+$486K
4
ISRG icon
Intuitive Surgical
ISRG
+$463K
5
LYFT icon
Lyft
LYFT
+$430K

Top Sells

1
+$1.35M
2
+$206K
3
+$107K
4
ATHM icon
Autohome
ATHM
+$106K
5
LRCX icon
Lam Research
LRCX
+$96.8K

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%
119
202
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50
-1,060
203
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130
204
$4K 0.01%
30
205
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50
206
$4K 0.01%
60
-1,350
207
$3K 0.01%
60
208
$2K 0.01%
170
209
$2K 0.01%
220
210
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212
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