MS

Mizuho Securities Portfolio holdings

AUM $27.7M
1-Year Est. Return 23.85%
This Quarter Est. Return
1 Year Est. Return
+23.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46M
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.53M
3
+$2.15M
4
PANW icon
Palo Alto Networks
PANW
+$2.08M
5
XYZ
Block Inc
XYZ
+$1.56M

Top Sells

1
+$1.12B
2
+$356K
3
+$212K
4
GM icon
General Motors
GM
+$197K
5
CHT icon
Chunghwa Telecom
CHT
+$130K

Sector Composition

1 Technology 44.77%
2 Consumer Discretionary 21.52%
3 Communication Services 10.8%
4 Financials 9.66%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.65%
1,800
+1,400
27
$276K 0.6%
10,000
+6,000
28
$247K 0.54%
+12,000
29
$233K 0.51%
2,300
+1,300
30
$232K 0.5%
2,920
+2,220
31
$229K 0.5%
6,000
32
$224K 0.49%
+1,800
33
$222K 0.48%
2,000
+1,650
34
$215K 0.47%
2,600
35
$199K 0.43%
+1,435
36
$190K 0.41%
+1,400
37
$184K 0.4%
690
+190
38
$179K 0.39%
10,000
39
$176K 0.38%
+7,428
40
$171K 0.37%
770
+540
41
$169K 0.37%
+1,500
42
$167K 0.36%
+5,080
43
$166K 0.36%
1,000
44
$155K 0.34%
36,021
-21,417
45
$155K 0.34%
660
+420
46
$148K 0.32%
+4,000
47
$147K 0.32%
40,460
+34,800
48
$143K 0.31%
+3,006
49
$140K 0.3%
+1,000
50
$137K 0.3%
+3,000
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