MS

Mizuho Securities Portfolio holdings

AUM $7.48M
1-Year Est. Return 31.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.7M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$1.49M
3
+$1.34M
4
ETN icon
Eaton
ETN
+$1.25M
5
MSFT icon
Microsoft
MSFT
+$1.12M

Top Sells

1
+$776K
2
+$313K
3
+$278K
4
CRWD icon
CrowdStrike
CRWD
+$182K
5
CVX icon
Chevron
CVX
+$181K

Sector Composition

1 Technology 62.35%
2 Industrials 12.8%
3 Consumer Discretionary 9.76%
4 Communication Services 8.11%
5 Financials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
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