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
651
$55K ﹤0.01%
1,466
652
$54K ﹤0.01%
1,800
653
$54K ﹤0.01%
6,000
654
$54K ﹤0.01%
325
+9
655
$54K ﹤0.01%
673
+434
656
$53K ﹤0.01%
4,260
657
$53K ﹤0.01%
553
+129
658
$53K ﹤0.01%
+1,400
659
$53K ﹤0.01%
+425
660
$53K ﹤0.01%
1,859
661
$52K ﹤0.01%
3,914
662
$51K ﹤0.01%
931
+293
663
$51K ﹤0.01%
+1,050
664
$51K ﹤0.01%
+2,786
665
$51K ﹤0.01%
+1,162
666
$51K ﹤0.01%
1,196
+300
667
$51K ﹤0.01%
625
668
$51K ﹤0.01%
3,000
669
$51K ﹤0.01%
8,928
+40
670
$50K ﹤0.01%
1,920
+1,543
671
$50K ﹤0.01%
544
+206
672
$50K ﹤0.01%
2,260
-140
673
$50K ﹤0.01%
3,687
674
$49K ﹤0.01%
800
+158
675
$49K ﹤0.01%
1,101
+395
25 26
27
28 29