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
776
$28K ﹤0.01%
2,222
777
$27K ﹤0.01%
1,408
778
$27K ﹤0.01%
2,057
-1,000
779
$26K ﹤0.01%
1,849
-641
780
$26K ﹤0.01%
464
-708
781
$26K ﹤0.01%
615
-882
782
$26K ﹤0.01%
1,827
783
$26K ﹤0.01%
420
784
$26K ﹤0.01%
1,290
785
$25K ﹤0.01%
500
786
$25K ﹤0.01%
+455
787
$25K ﹤0.01%
700
-400
788
$25K ﹤0.01%
467
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789
$25K ﹤0.01%
+189
790
$25K ﹤0.01%
587
+50
791
$24K ﹤0.01%
253
792
$24K ﹤0.01%
500
793
$24K ﹤0.01%
335
794
$24K ﹤0.01%
400
795
$24K ﹤0.01%
+80
796
$24K ﹤0.01%
1,587
797
$23K ﹤0.01%
500
798
$23K ﹤0.01%
+508
799
$23K ﹤0.01%
292
800
$23K ﹤0.01%
229