MU

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

13F
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Last update 2024-08-02 5 Stocks (5 new)
Value $8.00 Mil Turnover 100 %
Countries:
Top Holdings: MU(38.44%)JNJ(33.91%)NVDA(12.46%)SMCI(7.71%)VRT(7.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mitsubishi UFJ Morgan Stanley ... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MU 		Micron Technology Inc
23,051
3031.900
New Holding
38.440
+38.44%
0.000
-17.81%
+25.66%
118546.768
Semiconductors
JNJ 		Johnson & Johnson
18,300
2674.730
New Holding
33.910
+33.91%
0.000
+8.67%
+5.43%
388673.562
Drug Manufacturers
NVDA 		NVIDIA Corp
7,957
983.010
New Holding
12.460
+12.46%
0.000
+5.82%
+172.26%
3306644.000
Semiconductors
SMCI 		Super Micro Computer Inc
7,420
607.960
New Holding
7.710
+7.71%
0.000
-46.25%
+68.16%
27990.020
Hardware
VRT 		Vertiv Holdings Co
6,824
590.750
New Holding
7.490
+7.49%
0.000
+20.47%
+133.06%
41956.525
Industrial Products
ADBE 		Adobe Inc
0
0.000
Sold Out
0.000
-0.72%
0.000
-11.16%
-16.96%
218083.884
Software
ADI 		Analog Devices Inc
0
0.000
Sold Out
0.000
-0.28%
0.000
+0.02%
+18.76%
115613.466
Semiconductors
AMBA 		Ambarella Inc
0
0.000
Sold Out
0.000
-0.09%
0.000
-2.91%
-2.69%
2461.611
Semiconductors
AMD 		Advanced Micro Devices Inc
0
0.000
Sold Out
0.000
-0.45%
0.000
-7.72%
+13.89%
271726.917
Semiconductors
AMZN 		Amazon.com Inc
0
0.000
Sold Out
0.000
-9.02%
0.000
-3.19%
+24.27%
1981772.938
Retail - Cyclical

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Historical Top Holdings Breakdowns

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MU 		Micron Technology Inc2024-06-30New Buy
+38.44%
●
106.77 ($126.02) 153.45
$106.92
-15.16%
New holding
23,051
23,051
JNJ 		Johnson & Johnson2024-06-30New Buy
+33.91%
●
144.38 ($148.72) 157.78
$161.46
8.57%
New holding
18,300
18,300
CCL 		Carnival Corp2024-06-30Sold Out
-16.01%
●
13.9 ($15.46) 18.72
$20.43
32.15%
Sold Out
0
-27,350
META 		Meta Platforms Inc2024-06-30Sold Out
-13.67%
●
430.17 ($486.09) 527.34
$589.95
21.37%
Sold Out
0
-786
KEYS 		Keysight Technologies Inc2024-06-30Sold Out
-13.44%
●
135.22 ($146.14) 160.14
$159.01
8.81%
Sold Out
0
-2,400
NVDA 		NVIDIA Corp2024-06-30New Buy
+12.46%
●
76.2 ($101.1) 135.58
$134.80
33.33%
New holding
7,957
7,957
AMZN 		Amazon.com Inc2024-06-30Sold Out
-9.02%
●
173.67 ($183.7) 197.85
$188.82
2.79%
Sold Out
0
-1,396
SMCI 		Super Micro Computer Inc2024-06-30New Buy
+7.71%
●
71.37 ($85.48) 103.72
$47.80
-44.08%
New holding
7,420
742
VRT 		Vertiv Holdings Co2024-06-30New Buy
+7.49%
●
75.01 ($91.04) 106.17
$111.84
22.85%
New holding
6,824
6,824
V 		Visa Inc2024-06-30Sold Out
-6.65%
●
262.47 ($274.09) 281.5
$277.84
1.37%
Sold Out
0
-665

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Total Holding History ($B)

To

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Asset Allocation

To

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Hypothetical Growth since 2024-06-30

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Holdings Heat Map

Size field:

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.'s Holdings Bubble Chart

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. News

  • 1

Discussions on Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.