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)
Name | % Change |
---|---|
IWM iShares Russell 2000 | 5.96% |
TSM Taiwan Semiconductor | 4.12% |
IYR iShares U.S. Real Es | 4.12% |
LLY Lilly (Eli) & Co. | 3.95% |
XLU The Utilities Select | 3.89% |
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