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
$188M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.57M
3
+$8.29M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
XYZ
Block Inc
XYZ
+$6.33M

Top Sells

1
+$19.4M
2
+$16.4M
3
+$4.24M
4
AMD icon
Advanced Micro Devices
AMD
+$2.08M
5
CRM icon
Salesforce
CRM
+$1.85M

Sector Composition

1 Technology 43.32%
2 Consumer Discretionary 14.29%
3 Communication Services 12.77%
4 Financials 9.93%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$115K 0.06%
+1,300
77
$113K 0.06%
+2,500
78
$112K 0.06%
610
-760
79
$108K 0.06%
900
80
$107K 0.06%
+2,000
81
$106K 0.06%
2,000
82
$105K 0.06%
500
83
$103K 0.05%
+3,000
84
$102K 0.05%
2,000
-4,490
85
$101K 0.05%
+1,000
86
$100K 0.05%
400
-1,870
87
$87K 0.05%
+500
88
$85K 0.05%
+5,000
89
$85K 0.05%
500
90
$81K 0.04%
700
91
$80K 0.04%
500
-2,400
92
$79K 0.04%
500
93
$78K 0.04%
1,200
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94
$78K 0.04%
200
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95
$76K 0.04%
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96
$76K 0.04%
2,000
-4,000
97
$76K 0.04%
2,000
98
$75K 0.04%
1,660
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99
$74K 0.04%
1,240
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100
$73K 0.04%
+600
2 3
4
5 6