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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
+81.09%
5 Year Est. Return
+176.13%
10 Year Est. Return
–
AUM
$1.38M
AUM Growth
–
Cap. Flow
+$1.37M
Cap. Flow %
99.12%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
1
CALL
Kinder Morgan
KMI
$71.9B
$690K 50%
+18,000
New +$684K
KMI icon
2
PUT
Kinder Morgan
KMI
$71.9B
$690K 50%
+18,000
New +$684K

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Mitsubishi UFJ Securities's Q3 2014 Portfolio in Review

Q3 2014 is the first quarter with a 13F filing on record for Mitsubishi UFJ Securities, which disclosed 2 positions worth $1.38M. Its ten largest holdings account for 100% of the portfolio.

  • Mitsubishi UFJ Securities's ten largest holdings make up 100% of its $1.38M portfolio in Q3 2014.
  • Mitsubishi UFJ Securities disclosed 2 positions in Q3 2014, its first 13F filing on record.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2014, filed 14 Nov 2014.