MA
MUFG Americas Portfolio holdings
AUM
$4.04B
1-Year Return
12.47%
This Quarter Return
+10.94%
1 Year Return
-12.47%
3 Year Return
+23.27%
5 Year Return
+47.67%
10 Year Return
–
AUM
$4.96B
AUM Growth
+$1.2B
(+32%)
Cap. Flow
+$723M
Cap. Flow
% of AUM
14.57%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
847
New
192
Increased
214
Reduced
227
Closed
49
Top Buys
| 1 |
Amazon
AMZN
|
+$168M |
| 2 |
Meta Platforms (Facebook)
META
|
+$135M |
| 3 |
Microsoft
MSFT
|
+$111M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$88.4M |
| 5 |
Walmart
WMT
|
+$57.6M |
Top Sells
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Communication Services | 11.61% |
| 3 | Consumer Staples | 9.07% |
| 4 | Consumer Discretionary | 8.8% |
| 5 | Healthcare | 7.66% |
