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
$460M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$57.3M
3
+$28.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.33M
5
TSLA icon
Tesla
TSLA
+$6.05M

Top Sells

1
+$2.05M
2
+$442K
3
+$387K
4
MS icon
Morgan Stanley
MS
+$357K
5
UBER icon
Uber
UBER
+$335K

Sector Composition

1 Consumer Discretionary 66.3%
2 Technology 13.82%
3 Communication Services 2.4%
4 Financials 1.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.15%
3,934
+3,802
27
$627K 0.14%
7,397
+6,738
28
$614K 0.13%
2,034
+280
29
$563K 0.12%
2,942
+2,630
30
$560K 0.12%
1,660
+320
31
$523K 0.11%
+5,790
32
$493K 0.11%
3,320
+2,790
33
$455K 0.1%
3,800
+3,550
34
$402K 0.09%
11,260
-9,391
35
$394K 0.09%
1,702
+1,289
36
$389K 0.08%
2,888
+1,809
37
$388K 0.08%
6,170
+400
38
$387K 0.08%
2,840
+2,331
39
$364K 0.08%
7,318
+697
40
$329K 0.07%
878
+770
41
$328K 0.07%
4,001
+3,362
42
$313K 0.07%
1,407
+901
43
$308K 0.07%
1,709
44
$300K 0.07%
820
+680
45
$297K 0.06%
2,862
-672
46
$277K 0.06%
+2,690
47
$256K 0.06%
2,816
+2,760
48
$251K 0.05%
920
+209
49
$245K 0.05%
+440
50
$244K 0.05%
2,467
+2,389
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