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
$32.1M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.16M
3
+$1.13M
4
UBER icon
Uber
UBER
+$766K
5
DIS icon
Walt Disney
DIS
+$664K

Top Sells

1
+$13M
2
+$3.94M
3
+$1.79M
4
TSLA icon
Tesla
TSLA
+$1.07M
5
AMZN icon
Amazon
AMZN
+$970K

Sector Composition

1 Technology 55.54%
2 Communication Services 19.24%
3 Consumer Discretionary 8.8%
4 Industrials 5.62%
5 Financials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$75.5K 0.23%
3,920
+1,570
52
$69.5K 0.22%
680
53
$68.7K 0.21%
210
+140
54
$66.9K 0.21%
150
-150
55
$59.5K 0.19%
960
-930
56
$50.4K 0.16%
+4,000
57
$47.7K 0.15%
+18
58
$35.5K 0.11%
+100
59
$34.3K 0.11%
150
+140
60
$32K 0.1%
130
-20
61
$28.8K 0.09%
740
-1,690
62
$27.1K 0.08%
+953
63
$21K 0.07%
100
+20
64
$20.9K 0.07%
400
+390
65
$12.5K 0.04%
+1,000
66
$10.8K 0.03%
500
+160
67
$8.85K 0.03%
180
-270
68
$8.82K 0.03%
180
-5,230
69
$7.25K 0.02%
+30
70
$6.94K 0.02%
90
-330
71
$3.52K 0.01%
190
-17,210
72
$1.02K ﹤0.01%
11
-140,100
73
– –
-100
74
– –
-10
75
– –
-250
1 2
3
4