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MITSUBISHI UFJ MORGAN STANLEY SECURITIES COMPANY ., LTD.

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TOKYO M0
13F Summary
Mitsubishi UFJ Morgan Stanley Securities Company ., Ltd. is based out of Tokyo. Their last reported 13F filing for Q4 2023 included $17,342,463 in managed 13F securities and a top 10 holdings concentration of 68.71%. Mitsubishi UFJ Morgan Stanley Securities Company ., Ltd.'s largest holding is NVIDIA Corp. with shares held of 4,378. Whalewisdom has at least 29 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
WDC Western Digital Corp (PRN) 15.18%
NTES NetEase Inc ADR 3.17%
ARGX Argenx SE ADS ADR 3.16%
MDB MongoDB Inc 3.15%
CCEP Coca-Cola European P 3.11%

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 12.5%
IWM iShares Russell 2000 10.5%
TSLA Tesla Inc 8.4%
META Meta Platforms Inc 6.42%
GOOGL Alphabet Inc. Class 6.4%

2023-12-31

13F Activity

Market Value $17.3m, Prior: $22.3m
New Purchases 9 stocks
Added To 2 stocks
Sold out of 13 stocks
Reduced holdings in 10 stocks
Top 10 Holdings % 68.71%
Turnover %[1] 100%
Turnover Alt %[2] 34.2%
Time Held Top 20 0.9 quarters
Time Held Top 10 1.3 quarters
Time Held All 3.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance