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
$46M
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.53M
3
+$2.15M
4
PANW icon
Palo Alto Networks
PANW
+$2.08M
5
XYZ
Block Inc
XYZ
+$1.56M

Top Sells

1
+$1.12B
2
+$356K
3
+$212K
4
GM icon
General Motors
GM
+$197K
5
CHT icon
Chunghwa Telecom
CHT
+$130K

Sector Composition

1 Technology 44.77%
2 Consumer Discretionary 21.52%
3 Communication Services 10.8%
4 Financials 9.66%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.29%
+700
52
$134K 0.29%
+4,000
53
$130K 0.28%
1,250
+710
54
$127K 0.28%
+1,000
55
$126K 0.27%
+6,400
56
$126K 0.27%
1,500
+1,160
57
$121K 0.26%
500
58
$119K 0.26%
+4,000
59
$112K 0.24%
1,800
60
$111K 0.24%
+5,000
61
$111K 0.24%
4,000
62
$107K 0.23%
+1,500
63
$103K 0.22%
+2,000
64
$102K 0.22%
+2,240
65
$101K 0.22%
800
+300
66
$96K 0.21%
1,400
67
$95K 0.21%
+900
68
$95K 0.21%
3,000
+1,500
69
$90K 0.2%
2,490
-510
70
$89K 0.19%
+4,850
71
$89K 0.19%
2,500
72
$88K 0.19%
310
-190
73
$87K 0.19%
10,000
-4,000
74
$85K 0.18%
820
+800
75
$84K 0.18%
680
+280
1 2
3
4 5