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
101
– –
-500
102
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-140
103
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-220,000
104
– –
-800
105
– –
-500
106
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-180
107
– –
-350
108
– –
-200
109
– –
-100
110
– –
-290
111
– –
-630
112
– –
-230
113
– –
-370
114
– –
-1,500
115
– –
-190,000
116
– –
-160
117
– –
-980
118
– –
-450
119
– –
-650
1 2 3 4
5