MB
Mizuho Bank Portfolio holdings
AUM
$1.02B
This Quarter Return
+4.48%
1 Year Return
+32.27%
3 Year Return
+81.89%
5 Year Return
+101.85%
10 Year Return
+175.6%
AUM
$1.15B
AUM Growth
+$1.15B
(+14%)
Cap. Flow
+$94.9M
Cap. Flow
% of AUM
8.26%
Top 10 Holdings %
Top 10 Hldgs %
97.02%
Holding
17
New
3
Increased
2
Reduced
1
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$101M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$75.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$22.8M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$21.6M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.85M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$75.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$30.1M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$15.3M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$10.3M |
Sector Composition
| 1 | Financials | 64.15% |
| 2 | Materials | 0.19% |
