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
$460M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$57.3M
3
+$28.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.33M
5
TSLA icon
Tesla
TSLA
+$6.05M

Top Sells

1
+$2.05M
2
+$442K
3
+$387K
4
MS icon
Morgan Stanley
MS
+$357K
5
UBER icon
Uber
UBER
+$335K

Sector Composition

1 Consumer Discretionary 66.3%
2 Technology 13.82%
3 Communication Services 2.4%
4 Financials 1.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.05%
5,405
+2,599
52
$237K 0.05%
101
+65
53
$236K 0.05%
1,546
+749
54
$232K 0.05%
2,806
-760
55
$224K 0.05%
1,468
-19
56
$217K 0.05%
6,500
57
$186K 0.04%
2,970
-430
58
$185K 0.04%
561
+439
59
$160K 0.03%
984
+912
60
$137K 0.03%
3,451
-2,770
61
$131K 0.03%
1,116
+960
62
$128K 0.03%
+3,100
63
$126K 0.03%
5,170
+4,070
64
$112K 0.02%
640
+260
65
$107K 0.02%
1,800
66
$100K 0.02%
5,585
-8,155
67
$100K 0.02%
+850
68
$97K 0.02%
1,962
-600
69
$87K 0.02%
257
+251
70
$87K 0.02%
696
+658
71
$86K 0.02%
390
+70
72
$83K 0.02%
+1,000
73
$71K 0.02%
1,138
-929
74
$70K 0.02%
430
-1,192
75
$65K 0.01%
148
+130
1 2
3
4 5