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
$3.04B
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,240
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$2.94M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.71M
5
BK icon
Bank of New York Mellon
BK
+$2.58M

Top Sells

1
+$32.3M
2
+$28M
3
+$8.17M
4
ABBV icon
AbbVie
ABBV
+$5.66M
5
WFC icon
Wells Fargo
WFC
+$5.31M

Sector Composition

1 Technology 10.87%
2 Healthcare 10.86%
3 Consumer Staples 10.81%
4 Financials 10.28%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$25K ﹤0.01%
1,289
+232
652
$25K ﹤0.01%
302
-25
653
$25K ﹤0.01%
465
+84
654
$24K ﹤0.01%
580
655
$24K ﹤0.01%
564
656
$24K ﹤0.01%
519
+92
657
$24K ﹤0.01%
1,410
+256
658
$24K ﹤0.01%
507
-15,605
659
$24K ﹤0.01%
706
+250
660
$24K ﹤0.01%
520
661
$24K ﹤0.01%
204
+114
662
$24K ﹤0.01%
650
663
$24K ﹤0.01%
1,612
+6
664
$24K ﹤0.01%
532
665
$23K ﹤0.01%
1,607
666
$23K ﹤0.01%
818
+123
667
$23K ﹤0.01%
650
668
$23K ﹤0.01%
38
+7
669
$23K ﹤0.01%
3,593
670
$23K ﹤0.01%
422
+76
671
$23K ﹤0.01%
370
+66
672
$23K ﹤0.01%
1,171
+210
673
$23K ﹤0.01%
651
+118
674
$23K ﹤0.01%
245
-150
675
$23K ﹤0.01%
160
25 26
27
28 29