MB
Mizuho Bank Portfolio holdings
AUM
$1.02B
This Quarter Return
+5.67%
1 Year Return
+32.27%
3 Year Return
+81.89%
5 Year Return
+101.85%
10 Year Return
+175.6%
AUM
$856M
AUM Growth
+$856M
(+43%)
Cap. Flow
+$231M
Cap. Flow
% of AUM
27%
Top 10 Holdings %
Top 10 Hldgs %
95.06%
Holding
15
New
5
Increased
1
Reduced
2
Closed
2
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$145M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$100M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$62.7M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$30.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$26.1M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$99.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$45.5M |
| 3 |
SPDR Gold Trust
GLD
|
$10M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.48M |
Sector Composition
| 1 | Financials | 30.14% |
| 2 | Materials | 0.36% |
