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
$520M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$43.8M
3
+$42.8M
4
TSM icon
TSMC
TSM
+$6.22M
5
SE icon
Sea Limited
SE
+$1.79M

Top Sells

1
+$308M
2
+$57.3M
3
+$6.89M
4
TSLA icon
Tesla
TSLA
+$4.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.48M

Sector Composition

1 Technology 10.5%
2 Consumer Discretionary 10.06%
3 Communication Services 0.88%
4 Financials 0.71%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$142K 0.03%
1,480
+990
52
$140K 0.03%
891
-6,850
53
$132K 0.03%
637
-770
54
$127K 0.02%
2,880
+2,160
55
$119K 0.02%
2,022
+1,919
56
$119K 0.02%
2,320
+1,559
57
$115K 0.02%
4,679
-906
58
$105K 0.02%
1,800
59
$82K 0.02%
1,383
+959
60
$78K 0.02%
120
-320
61
$70K 0.01%
300
-90
62
$67K 0.01%
50
+10
63
$63K 0.01%
640
+440
64
$62K 0.01%
230
+200
65
$58K 0.01%
1,240
+800
66
$53K 0.01%
+1,120
67
$53K 0.01%
569
-17,239
68
$51K 0.01%
436
-2,380
69
$48K 0.01%
+770
70
$45K 0.01%
380
-2,602,467
71
$38K 0.01%
108
-40
72
$38K 0.01%
736
+569
73
$37K 0.01%
90
+49
74
$36K 0.01%
140
-100
75
$35K 0.01%
559
-400
1 2
3
4 5