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
851
$16K ﹤0.01%
175
-25
852
$15K ﹤0.01%
407
+358
853
$15K ﹤0.01%
114
854
$15K ﹤0.01%
231
855
$15K ﹤0.01%
225
+25
856
$15K ﹤0.01%
261
857
$15K ﹤0.01%
1,000
-100
858
$15K ﹤0.01%
200
-1,941
859
$15K ﹤0.01%
+4,930
860
$15K ﹤0.01%
+400
861
$14K ﹤0.01%
261
-21
862
$14K ﹤0.01%
650
863
$14K ﹤0.01%
950
+50
864
$14K ﹤0.01%
400
865
$14K ﹤0.01%
250
866
$14K ﹤0.01%
500
-475
867
$14K ﹤0.01%
135
868
$14K ﹤0.01%
254
-76
869
$14K ﹤0.01%
1,584
+88
870
$13K ﹤0.01%
450
-440
871
$13K ﹤0.01%
209
872
$13K ﹤0.01%
+504
873
$13K ﹤0.01%
267
874
$13K ﹤0.01%
1,175
+15
875
$13K ﹤0.01%
+718
33 34
35
36 37