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
51
$47.2K 0.01%
+170
52
$46.1K 0.01%
600
53
$44.7K 0.01%
+190
54
$44.3K 0.01%
+250
55
$41.3K 0.01%
120
+40
56
$41K 0.01%
250
57
$39.9K 0.01%
800
58
$38.7K 0.01%
+2,200
59
$37.9K 0.01%
+220
60
$37.7K 0.01%
+240
61
$36.3K 0.01%
+520
62
$32.4K 0.01%
+370
63
$29.6K 0.01%
+250
64
$29.6K 0.01%
150
-90
65
$29.4K 0.01%
700
66
$28.8K 0.01%
400
-470
67
$27.4K 0.01%
+250
68
$24.2K ﹤0.01%
+250
69
$23.9K ﹤0.01%
140
-120
70
– –
-500
71
– –
-600
72
– –
-220
73
– –
-1,250
74
– –
-630
75
– –
-270
1 2
3
4 5