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Portfolio (Quarterly) Guide ↗

Mitsubishi UFJ Asset Management (UK) Ltd.

· CIK 0001694895
13F Portfolio $215M AUM 95 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 32 New 23 Added 29 Reduced 20 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BOOT BOOT BARN HOLDINGS INC Consumer Cyclical 3,000.0 $493K 0.23% +1K +50.0% $164.33 -9.5%
22 USRT ISHARES CORE US REIT ETF 5,100.0 $339K 0.16% +2K +54.5% $66.47 -1.3%
23 WTRG ESSENTIAL UTILITIES INC Utilities 5,000.0 $192K 0.09% +3K +150.0% $38.40 +7.1%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.5%
Healthcare 12.4%
Financial Services 10.9%
Industrials 9.7%
Consumer Cyclical 6.2%
Communication Services 5.2%
Energy 5.0%
Real Estate 3.0%
Consumer Defensive 2.9%
Utilities 2.1%