MA
MUFG Americas Portfolio holdings
AUM
$4.04B
This Quarter Return
+5.2%
1 Year Return
-12.47%
3 Year Return
+23.27%
5 Year Return
+47.67%
10 Year Return
–
AUM
$5.08B
AUM Growth
+$5.08B
(+2.3%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-2.4%
Top 10 Holdings %
Top 10 Hldgs %
32.21%
Holding
857
New
62
Increased
181
Reduced
257
Closed
182
Top Buys
| 1 |
Apple
AAPL
|
$110M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$18.1M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.48M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.14M |
| 5 |
Boston Scientific
BSX
|
$7.52M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$103M |
| 2 |
Microsoft
MSFT
|
$61.3M |
| 3 |
NVIDIA
NVDA
|
$53.5M |
| 4 |
Meta Platforms (Facebook)
META
|
$44M |
| 5 |
Micron Technology
MU
|
$33.3M |
Sector Composition
| 1 | Technology | 17.84% |
| 2 | Communication Services | 9.24% |
| 3 | Consumer Discretionary | 8.85% |
| 4 | Consumer Staples | 7.94% |
| 5 | Financials | 7.9% |