MS

Mizuho Securities Portfolio holdings

AUM $14.6M
1-Year Est. Return 48.23%
This Quarter Est. Return
1 Year Est. Return
+48.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.43M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$754K
3
+$658K
4
ARM icon
Arm
ARM
+$569K
5
AMZN icon
Amazon
AMZN
+$453K

Top Sells

1
+$550K
2
+$507K
3
+$488K
4
UMC icon
United Microelectronic
UMC
+$347K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 50.11%
2 Consumer Discretionary 19.3%
3 Communication Services 13.78%
4 Financials 5.99%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-100
52
– –
-49,980
53
– –
-3,100
54
– –
-410
55
– –
-14,493
56
– –
-150
57
– –
-3,660
58
– –
-80
59
– –
-70
60
– –
-570
61
– –
-1,740
62
– –
-1
63
– –
-53,335
64
– –
-380
1 2
3