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
$3.48B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
901
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$18.8M
3 +$14.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.37M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.35M

Top Sells

1 +$8.54M
2 +$8.09M
3 +$4.34M
4
HOLX icon
Hologic
HOLX
+$3.75M
5
KMI icon
Kinder Morgan
KMI
+$3.04M

Sector Composition

1 Technology 12.74%
2 Healthcare 9.94%
3 Financials 9.67%
4 Consumer Staples 8.65%
5 Communication Services 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16K ﹤0.01%
740
652
$16K ﹤0.01%
+381
653
$15K ﹤0.01%
200
654
$15K ﹤0.01%
500
-1,000
655
$14K ﹤0.01%
300
656
$14K ﹤0.01%
1,000
657
$14K ﹤0.01%
+250
658
$14K ﹤0.01%
3,525
659
$13K ﹤0.01%
340
660
$13K ﹤0.01%
70
661
$12K ﹤0.01%
105
662
$12K ﹤0.01%
+300
663
$12K ﹤0.01%
175
664
$12K ﹤0.01%
80
665
$11K ﹤0.01%
400
666
$11K ﹤0.01%
147
667
$11K ﹤0.01%
85
668
$11K ﹤0.01%
802
669
$11K ﹤0.01%
300
670
$10K ﹤0.01%
267
671
$9K ﹤0.01%
225
672
$9K ﹤0.01%
459
673
$9K ﹤0.01%
+200
674
$9K ﹤0.01%
500
675
$8K ﹤0.01%
275