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
$2.78B
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$9.49M
3 +$3.66M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.65M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.45M

Top Sells

1 +$23.9M
2 +$8.28M
3 +$7.62M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.86M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.17M

Sector Composition

1 Healthcare 12.16%
2 Consumer Staples 11.82%
3 Technology 10.51%
4 Financials 9.74%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$6K ﹤0.01%
22
902
$6K ﹤0.01%
510
-20
903
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236
904
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600
905
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150
906
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+520
907
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+360
908
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391
+271
909
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+600
910
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200
911
$6K ﹤0.01%
+659
912
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+260
913
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+1,209
914
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+114
915
$6K ﹤0.01%
+520
916
$6K ﹤0.01%
+800
917
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+3,110
918
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+3
919
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+270
920
$6K ﹤0.01%
+310
921
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+760
922
$6K ﹤0.01%
+160
923
$6K ﹤0.01%
+1,810
924
$6K ﹤0.01%
2,490
925
$6K ﹤0.01%
297