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
$44.4M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.8M
3
+$2.03M
4
UBER icon
Uber
UBER
+$1.68M
5
TSLA icon
Tesla
TSLA
+$1.68M

Top Sells

1
+$6.51M
2
+$1.8M
3
+$1.37M
4
DIS icon
Walt Disney
DIS
+$1.02M
5
CHT icon
Chunghwa Telecom
CHT
+$938K

Sector Composition

1 Technology 41.91%
2 Consumer Discretionary 20.61%
3 Communication Services 19.2%
4 Financials 5.58%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$60.6K 0.14%
450
-740
52
$56.7K 0.13%
21
+3
53
$56.7K 0.13%
680
54
$56.5K 0.13%
1,520
+780
55
$53.4K 0.12%
+120
56
$51.7K 0.12%
+3,740
57
$50.4K 0.11%
+320
58
$49.2K 0.11%
130
-140
59
$36.4K 0.08%
490
+400
60
$33K 0.07%
+376
61
$31.5K 0.07%
80
-330
62
$30K 0.07%
359
-526
63
$28.7K 0.06%
+140
64
$27.7K 0.06%
+160
65
$20.3K 0.05%
+50
66
$19.9K 0.04%
120
-570
67
$18.8K 0.04%
+70
68
$16.1K 0.04%
+150
69
$15.3K 0.03%
+150
70
$15.2K 0.03%
900
+710
71
$10.9K 0.02%
320
-3,500
72
$9.68K 0.02%
30
-180
73
$8.04K 0.02%
810
-16,500
74
$6.43K 0.01%
47
-2,800
75
$5.29K 0.01%
70
-1,000
1 2
3
4