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MA
MUFG Americas Portfolio holdings
AUM
$4.04B
1-Year Est. Return
12.45%
This Fund
S&P 500
This Quarter
Est. Return
-5.74%
1 Year Est. Return
-12.45%
3 Year Est. Return
+26.86%
5 Year Est. Return
+51.9%
10 Year Est. Return
–
AUM
$4.04B
AUM Growth
-$353M
(-8%)
Cap. Flow
-$78.4M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
26.2%
Holding
949
New
216
Increased
140
Reduced
323
Closed
36
Top Buys
| 1 |
FRGE
Forge Global Holdings
FRGE
|
+$21.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.42M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.7M |
| 4 |
SLB Ltd
SLB
|
+$4.81M |
| 5 |
Citigroup
C
|
+$2.84M |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
+$9.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$8.93M |
| 3 |
Procter & Gamble
PG
|
+$8.2M |
| 4 |
Vanguard Value ETF
VTV
|
+$6.85M |
| 5 |
Apple
AAPL
|
+$6.14M |
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Healthcare | 11.22% |
| 3 | Financials | 8.89% |
| 4 | Consumer Staples | 8.73% |
| 5 | Consumer Discretionary | 6.77% |
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