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
$356M
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$307M
2 +$1.32M
3 +$1.24M
4
CRM icon
Salesforce
CRM
+$1.02M
5
BA icon
Boeing
BA
+$938K

Top Sells

1 +$4.79M
2 +$1.99M
3 +$1.92M
4
TSM icon
TSMC
TSM
+$1.8M
5
NFLX icon
Netflix
NFLX
+$1.69M

Sector Composition

1 Consumer Discretionary 86.88%
2 Technology 5.63%
3 Healthcare 2.95%
4 Industrials 1.27%
5 Financials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,340
77
-37,627