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
$43M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.47M
3
+$2.57M
4
CRM icon
Salesforce
CRM
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$2.41M

Top Sells

1
+$920K
2
+$860K
3
+$494K
4
XYZ
Block Inc
XYZ
+$475K
5
XPEV icon
XPeng
XPEV
+$371K

Sector Composition

1 Technology 66.98%
2 Consumer Discretionary 11.31%
3 Communication Services 8.57%
4 Healthcare 4.67%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$79.4K 0.18%
180
-120
52
$76.6K 0.18%
750
-2,599
53
$74.1K 0.17%
+320
54
$73.5K 0.17%
+770
55
$72.4K 0.17%
+300
56
$63.3K 0.15%
550
-1,050
57
$63K 0.15%
+80
58
$62.6K 0.15%
+600
59
$60.7K 0.14%
+130
60
$59.9K 0.14%
+770
61
$56.9K 0.13%
230
-110
62
$51K 0.12%
280
+80
63
$46.5K 0.11%
1,000
-1,750
64
$45.3K 0.11%
+70
65
$42.5K 0.1%
258
-129
66
$38.3K 0.09%
+12,460
67
$35.4K 0.08%
470
-160
68
$32.5K 0.08%
510
-180
69
$32.2K 0.07%
+780
70
$32.1K 0.07%
+320
71
$29.7K 0.07%
960
+110
72
$29.5K 0.07%
+400
73
$19.2K 0.04%
+180
74
$18.5K 0.04%
+380
75
$17.2K 0.04%
+100
1 2
3
4