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
$18.2M
AUM Growth
-$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.61M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$581K
5
PANW icon
Palo Alto Networks
PANW
+$537K

Top Sells

1 +$4.16M
2 +$4.08M
3 +$3.65M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CRWD icon
CrowdStrike
CRWD
+$1.55M

Sector Composition

1 Technology 59.83%
2 Healthcare 11.28%
3 Consumer Discretionary 9.92%
4 Communication Services 6.94%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$186K 1.02%
+1,600
27
$146K 0.8%
300
-4,660
28
$144K 0.79%
300
+90
29
$136K 0.75%
3,469
+2,800
30
$125K 0.69%
2,750
-80
31
$111K 0.61%
370
-2,130
32
$97.4K 0.54%
+4,350
33
$92.6K 0.51%
1,280
34
$88.5K 0.49%
+340
35
$78K 0.43%
120
+100
36
$76.7K 0.42%
+1,200
37
$76.6K 0.42%
1,600
-3,400
38
$65.3K 0.36%
18
-7
39
$62.8K 0.35%
387
+47
40
$59.2K 0.33%
630
+290
41
$54.7K 0.3%
90
-1,580
42
$53K 0.29%
190
-660
43
$51.3K 0.28%
160
-4,840
44
$42.2K 0.23%
690
+410
45
$40.5K 0.22%
550
46
$38.6K 0.21%
200
-720
47
$37.5K 0.21%
850
-3,420
48
$32.8K 0.18%
+234
49
$31.3K 0.17%
200
+130
50
$22.7K 0.12%
860
-1,940