MS

Mizuho Securities Portfolio holdings

AUM $14.6M
1-Year Est. Return 48.23%
This Quarter Est. Return
1 Year Est. Return
+48.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.43M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$754K
3
+$658K
4
ARM icon
Arm
ARM
+$569K
5
AMZN icon
Amazon
AMZN
+$453K

Top Sells

1
+$550K
2
+$507K
3
+$488K
4
UMC icon
United Microelectronic
UMC
+$347K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 50.11%
2 Consumer Discretionary 19.3%
3 Communication Services 13.78%
4 Financials 5.99%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60.3K 0.72%
390
-1,950
27
$59.4K 0.71%
120
-180
28
$58.2K 0.69%
670
-1,790
29
$55.8K 0.66%
+380
30
$54.8K 0.65%
300
+180
31
$46.7K 0.55%
1,650
+1,350
32
$44.8K 0.53%
1,100
-1,520
33
$43.3K 0.51%
+600
34
$36.9K 0.44%
680
-760
35
$34.1K 0.4%
200
+170
36
$32.9K 0.39%
460
+360
37
$31.8K 0.38%
+1,400
38
$28.5K 0.34%
170
-220
39
$22.4K 0.27%
+90
40
$21.6K 0.26%
+130
41
$17.5K 0.21%
50
-20
42
$10.7K 0.13%
40
-150
43
$7.62K 0.09%
+120
44
$7.45K 0.09%
+120
45
$7.18K 0.09%
110
-550
46
$4.91K 0.06%
+20
47
$4.3K 0.05%
+300
48
$1.44K 0.02%
+680
49
$998 0.01%
+100
50
$571 0.01%
+20
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