We are live on ! Find out more
MB

Mizuho Bank Portfolio holdings

AUM $369M
1-Year Est. Return 53.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$901M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$108M
3
+$52.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$49.3M

Top Sells

1
+$219M
2
+$131M
3
+$79.5M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$76.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$26.3M

Sector Composition

1 Financials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 17.64%
643,000
-557,000
2
$152M 16.93%
254,000
-46,000
3
$138M 15.29%
+1,802,000
4
$121M 13.41%
+1,660,000
5
$115M 12.78%
172,000
+82,000
6
$85.4M 9.48%
1,090,000
-1,010,000
7
$52M 5.77%
+215,000
8
$50.6M 5.62%
76,000
-124,000
9
$27.7M 3.07%
102,518
10
– –
-720,000