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
801
$23K ﹤0.01%
650
+50
802
$23K ﹤0.01%
650
803
$23K ﹤0.01%
402
-6
804
$23K ﹤0.01%
400
-694
805
$23K ﹤0.01%
700
806
$22K ﹤0.01%
347
+80
807
$22K ﹤0.01%
1,597
808
$22K ﹤0.01%
750
-50
809
$22K ﹤0.01%
893
+206
810
$22K ﹤0.01%
90
811
$22K ﹤0.01%
406
812
$21K ﹤0.01%
685
-167
813
$21K ﹤0.01%
250
814
$21K ﹤0.01%
610
815
$21K ﹤0.01%
750
-250
816
$21K ﹤0.01%
349
817
$20K ﹤0.01%
200
818
$20K ﹤0.01%
793
+356
819
$20K ﹤0.01%
890
-16,430
820
$20K ﹤0.01%
300
821
$20K ﹤0.01%
+600
822
$20K ﹤0.01%
1,200
823
$20K ﹤0.01%
600
824
$19K ﹤0.01%
966
-75,480
825
$19K ﹤0.01%
412