MA

MUFG Americas Portfolio holdings

AUM $4.04B
1-Year Est. Return 12.47%
This Quarter Est. Return
1 Year Est. Return
-12.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
-$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,234
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.93M
3
+$1.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.73M
5
HCA icon
HCA Healthcare
HCA
+$1.67M

Top Sells

1
+$16M
2
+$3.75M
3
+$3.33M
4
XOM icon
Exxon Mobil
XOM
+$3.04M
5
WFC icon
Wells Fargo
WFC
+$3.04M

Sector Composition

1 Consumer Staples 10.81%
2 Healthcare 10.73%
3 Technology 10.54%
4 Industrials 9.02%
5 Financials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$594K 0.02%
16,188
-22
352
$594K 0.02%
9,227
-35
353
$590K 0.02%
15,990
+11,740
354
$585K 0.02%
7,189
-20
355
$575K 0.02%
12,794
-1,101
356
$575K 0.02%
5,890
+101
357
$569K 0.02%
13,926
-2,519
358
$565K 0.02%
11,998
+343
359
$563K 0.02%
15,327
+8,862
360
$551K 0.02%
7,100
361
$545K 0.02%
11,958
-1,660
362
$539K 0.02%
17,431
+270
363
$538K 0.02%
3,650
-3,800
364
$528K 0.02%
16,511
+1,021
365
$526K 0.02%
11,430
+5,290
366
$521K 0.02%
10,569
-363
367
$519K 0.02%
7,722
-358
368
$519K 0.02%
8,274
369
$510K 0.02%
5,705
-8,978
370
$503K 0.02%
6,968
+257
371
$502K 0.02%
11,711
+10,140
372
$502K 0.02%
6,429
+2,822
373
$502K 0.02%
9,900
+200
374
$495K 0.02%
21,111
-1,511
375
$495K 0.02%
4,920
-982
13 14
15
16 17