MS

Mizuho Securities Portfolio holdings

AUM $7.68M
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
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
+$1.31M
2
+$882K
3
+$769K
4
ARM icon
Arm
ARM
+$743K
5
AMZN icon
Amazon
AMZN
+$516K

Top Sells

1
+$550K
2
+$507K
3
+$488K
4
AAPL icon
Apple
AAPL
+$354K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$354K

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
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