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
$32.1M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$1.16M
3 +$1.13M
4
UBER icon
Uber
UBER
+$766K
5
DIS icon
Walt Disney
DIS
+$664K

Top Sells

1 +$13M
2 +$3.94M
3 +$1.79M
4
TSLA icon
Tesla
TSLA
+$1.07M
5
AMZN icon
Amazon
AMZN
+$970K

Sector Composition

1 Technology 55.54%
2 Communication Services 19.24%
3 Consumer Discretionary 8.8%
4 Industrials 5.62%
5 Financials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$348K 1.08%
4,710
-5,500
27
$335K 1.04%
2,250
+460
28
$328K 1.02%
2,390
+350
29
$278K 0.86%
2,780
+580
30
$197K 0.61%
510
-200
31
$190K 0.59%
1,190
+610
32
$186K 0.58%
17,310
+16,310
33
$168K 0.52%
3,820
34
$165K 0.51%
730
+555
35
$153K 0.48%
3,440
+2,940
36
$149K 0.46%
410
-1,370
37
$148K 0.46%
2,300
+1,700
38
$130K 0.41%
1,000
-1,350
39
$129K 0.4%
260
+200
40
$112K 0.35%
3,440
+3,140
41
$107K 0.33%
690
-690
42
$105K 0.33%
+630
43
$99K 0.31%
+2,360
44
$99K 0.31%
2,700
-800
45
$98.3K 0.31%
270
+160
46
$93.4K 0.29%
+2,500
47
$85.2K 0.27%
1,070
+910
48
$77.9K 0.24%
+1,200
49
$77.8K 0.24%
885
+873
50
$76K 0.24%
580
+570