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
$43M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.47M
3
+$2.57M
4
CRM icon
Salesforce
CRM
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$2.41M

Top Sells

1
+$920K
2
+$860K
3
+$494K
4
XYZ
Block Inc
XYZ
+$475K
5
XPEV icon
XPeng
XPEV
+$371K

Sector Composition

1 Technology 66.98%
2 Consumer Discretionary 11.31%
3 Communication Services 8.57%
4 Healthcare 4.67%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.58%
6,472
+3,003
27
$226K 0.52%
1,420
+1,186
28
$222K 0.52%
+1,420
29
$204K 0.47%
240
-270
30
$190K 0.44%
25,900
-50,600
31
$186K 0.43%
3,200
-4,060
32
$182K 0.42%
2,080
-800
33
$180K 0.42%
3,040
+2,750
34
$173K 0.4%
+340
35
$169K 0.39%
+1,550
36
$166K 0.39%
2,570
-7,360
37
$165K 0.38%
370
-130
38
$145K 0.34%
220
+100
39
$144K 0.34%
+3,040
40
$135K 0.31%
4,700
+3,840
41
$126K 0.29%
+4,500
42
$117K 0.27%
+460
43
$115K 0.27%
1,680
+1,130
44
$115K 0.27%
170
+80
45
$105K 0.24%
2,220
+620
46
$97.5K 0.23%
+5,100
47
$95K 0.22%
+650
48
$94.6K 0.22%
670
+570
49
$92.2K 0.21%
1,280
50
$88.4K 0.21%
890
-660
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3 4