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
376
$493K 0.02%
9,560
-7,930
377
$491K 0.02%
5,206
+1,522
378
$490K 0.02%
4,815
+1,232
379
$490K 0.02%
413
+94
380
$490K 0.02%
5,771
+30
381
$487K 0.02%
8,690
+334
382
$487K 0.02%
16,070
-40,674
383
$481K 0.02%
8,560
-2,350
384
$481K 0.02%
3,114
-47
385
$473K 0.02%
9,667
+2,462
386
$472K 0.02%
3,926
-368
387
$469K 0.02%
6,761
+20
388
$467K 0.02%
10,609
-219
389
$467K 0.02%
+5,745
390
$464K 0.02%
8,325
-1,842
391
$462K 0.02%
5,700
392
$460K 0.02%
17,238
-30
393
$452K 0.02%
15,000
+4,475
394
$452K 0.02%
5,453
-1,091
395
$440K 0.01%
7,188
-3,621
396
$425K 0.01%
11,390
+1,140
397
$423K 0.01%
3,395
+189
398
$420K 0.01%
21,343
+69
399
$419K 0.01%
+3,945
400
$418K 0.01%
3,733
+2,298
14 15
16
17 18