MB

Mizuho Bank Portfolio holdings

AUM $901M
1-Year Est. Return 38.75%
This Quarter Est. Return
1 Year Est. Return
+38.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$36.4M
3
+$71.9K
4
MNDY icon
monday.com
MNDY
+$47.2K
5
APPF icon
AppFolio
APPF
+$44.7K

Top Sells

1
+$105M
2
+$50.8M
3
+$8.61M
4
MSFT icon
Microsoft
MSFT
+$737K
5
GLD icon
SPDR Gold Trust
GLD
+$198K

Sector Composition

1 Financials 4.63%
2 Technology 0.43%
3 Consumer Discretionary 0.17%
4 Communication Services 0.16%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$101K 0.02%
24
-4
27
$98.4K 0.02%
550
28
$97K 0.02%
1,900
29
$93.2K 0.02%
180
-40
30
$90.5K 0.02%
400
31
$84.1K 0.02%
140
32
$82.6K 0.02%
800
+150
33
$78.8K 0.02%
350
+50
34
$77.3K 0.02%
350
35
$75.4K 0.01%
1,900
36
$74.1K 0.01%
150
37
$71.9K 0.01%
+850
38
$66K 0.01%
1,400
39
$65.8K 0.01%
140
40
$63.2K 0.01%
220
41
$59.4K 0.01%
300
42
$58.2K 0.01%
240
43
$58.2K 0.01%
480
-200
44
$56.1K 0.01%
200
45
$51.6K 0.01%
1,150
46
$51.3K 0.01%
320
+50
47
$50.1K 0.01%
1,280
48
$49.6K 0.01%
700
-200
49
$49.4K 0.01%
100
50
$48.1K 0.01%
500
-100
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