MA
MUFG Americas Portfolio holdings
AUM
$4.04B
1-Year Return
12.47%
This Quarter Return
+6.22%
1 Year Return
-12.47%
3 Year Return
+23.27%
5 Year Return
+47.67%
10 Year Return
–
AUM
$3.48B
AUM Growth
+$242M
(+7.5%)
Cap. Flow
+$47.3M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
23.08%
Holding
901
New
38
Increased
147
Reduced
288
Closed
167
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$19.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$18.8M |
| 3 |
Apple
AAPL
|
+$14.6M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.37M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.35M |
Top Sells
Sector Composition
| 1 | Technology | 12.74% |
| 2 | Healthcare | 9.94% |
| 3 | Financials | 9.67% |
| 4 | Consumer Staples | 8.65% |
| 5 | Communication Services | 6.93% |