MS
Mizuho Securities Portfolio holdings
AUM
$14.6M
1-Year Est. Return
48.23%
1 Year Est. Return
+48.23%
AUM
$14.6M
AUM Growth
-$13.1M
(-47%)
Holding
62
Top Buys
| 1 | +$4.77M | |
| 2 | +$1.74M | |
| 3 | +$760K | |
| 4 |
UnitedHealth
UNH
|
+$488K |
| 5 |
Apple
AAPL
|
+$400K |
Sector Composition
| 1 | Consumer Discretionary | 45.97% |
| 2 | Technology | 24.1% |
| 3 | Communication Services | 17.88% |
| 4 | Industrials | 6.59% |
| 5 | Healthcare | 3.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$188B
| – | – |
-8,080
|
|
||
52
GE Aerospace
GE
$300B
| – | – |
-400
|
|
||
53
Gilead Sciences
GILD
$150B
| – | – |
-10
|
|
||
54
iShares Gold Trust
IAU
$65.4B
| – | – |
-2,230
|
|
||
55
JPMorgan Chase
JPM
$858B
| – | – |
-110
|
|
||
56
Las Vegas Sands
LVS
$44.8B
| – | – |
-950
|
|
||
57
Occidental Petroleum
OXY
$41.8B
| – | – |
-500
|
|
||
58
Petrobras
PBR
$78.2B
| – | – |
-200
|
|
||
59
TSMC
TSM
$1.53T
| – | – |
-350
|
|
||
60
Veeva Systems
VEEV
$39.8B
| – | – |
-500
|
|
||
61
Walmart
WMT
$917B
| – | – |
-2,130
|
|
||
62
XPeng
XPEV
$19.1B
| – | – |
-34,023
|
|