MSA
MUFG Securities Americas Portfolio holdings
AUM
$1.17B
1 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$307M
(+36%)
Holding
509
Top Buys
| 1 | +$16.9M | |
| 2 | +$16.5M | |
| 3 | +$13.4M | |
| 4 |
Amazon
AMZN
|
+$9.31M |
| 5 |
Meta Platforms (Facebook)
META
|
+$6.9M |
Sector Composition
| 1 | Technology | 34.21% |
| 2 | Financials | 13.61% |
| 3 | Consumer Discretionary | 10.49% |
| 4 | Communication Services | 9.75% |
| 5 | Healthcare | 9.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital One
COF
$143B
| $3.02M | 0.26% |
14,175
+7,427
|
|
||
77
Stryker
SYK
$146B
| $3.02M | 0.26% |
7,622
+1,543
|
|
||
78
Palo Alto Networks
PANW
$147B
| $3M | 0.26% |
14,674
+2,954
|
|
||
79
Comcast
CMCSA
$108B
| $2.95M | 0.25% |
82,540
+15,777
|
|
||
80
Deere & Co
DE
$128B
| $2.84M | 0.24% |
5,594
+1,111
|
|
||
81
CrowdStrike
CRWD
$132B
| $2.81M | 0.24% |
5,520
+1,160
|
|
||
82
Danaher
DHR
$158B
| $2.79M | 0.24% |
14,117
+2,788
|
|
||
83
Automatic Data Processing
ADP
$114B
| $2.77M | 0.24% |
8,996
+1,794
|
|
||
84
Lam Research
LRCX
$191B
| $2.76M | 0.24% |
28,349
+5,627
|
|
||
85
Lowe's Companies
LOW
$136B
| $2.75M | 0.24% |
12,404
+2,409
|
|
||
86
Amphenol
APH
$163B
| $2.65M | 0.23% |
26,808
+5,371
|
|
||
87
KLA
KLAC
$156B
| $2.63M | 0.22% |
2,931
+579
|
|
||
88
Analog Devices
ADI
$117B
| $2.62M | 0.22% |
10,992
+2,210
|
|
||
89
Vertex Pharmaceuticals
VRTX
$108B
| $2.53M | 0.22% |
5,691
+1,146
|
|
||
90
T-Mobile US
TMUS
$244B
| $2.52M | 0.22% |
10,569
+2,081
|
|
||
91
ConocoPhillips
COP
$110B
| $2.51M | 0.21% |
27,979
+5,395
|
|
||
92
Medtronic
MDT
$120B
| $2.48M | 0.21% |
28,425
+5,727
|
|
||
93
Blackstone
BX
$121B
| $2.42M | 0.21% |
16,171
+3,215
|
|
||
94
Chubb
CB
$111B
| $2.39M | 0.2% |
8,259
+1,663
|
|
||
95
Marsh & McLennan
MMC
$91.4B
| $2.39M | 0.2% |
10,920
+2,226
|
|
||
96
Arista Networks
ANET
$193B
| $2.34M | 0.2% |
22,825
+4,540
|
|
||
97
Intercontinental Exchange
ICE
$90.2B
| $2.33M | 0.2% |
12,713
+2,543
|
|
||
98
Starbucks
SBUX
$97.9B
| $2.31M | 0.2% |
25,186
+5,079
|
|
||
99
American Tower
AMT
$89.7B
| $2.29M | 0.2% |
10,375
+2,104
|
|
||
100
Constellation Energy
CEG
$122B
| $2.24M | 0.19% |
6,946
+1,408
|
|