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
901
$10K ﹤0.01%
350
-35
902
$10K ﹤0.01%
280
903
$10K ﹤0.01%
+3,000
904
$10K ﹤0.01%
286
905
$10K ﹤0.01%
234
906
$10K ﹤0.01%
17
907
$10K ﹤0.01%
839
+20
908
$10K ﹤0.01%
500
909
$9K ﹤0.01%
254
-4,430
910
$9K ﹤0.01%
598
+15
911
$9K ﹤0.01%
161
-167
912
$9K ﹤0.01%
131
913
$9K ﹤0.01%
600
914
$9K ﹤0.01%
2
915
$9K ﹤0.01%
699
916
$9K ﹤0.01%
637
-118
917
$9K ﹤0.01%
284
-517
918
$9K ﹤0.01%
85
+4
919
$9K ﹤0.01%
142
+43
920
$9K ﹤0.01%
187
-1,050
921
$8K ﹤0.01%
+186
922
$8K ﹤0.01%
459
923
$8K ﹤0.01%
239
+51
924
$8K ﹤0.01%
104
925
$8K ﹤0.01%
1,364
-4,500
35 36
37
38 39