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
$523M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$3.3M
3 +$2.87M
4
NFLX icon
Netflix
NFLX
+$2.79M
5
XYZ
Block Inc
XYZ
+$2.63M

Top Sells

1 +$3.72M
2 +$1.47M
3 +$1.27M
4
MSFT icon
Microsoft
MSFT
+$885K
5
CSCO icon
Cisco
CSCO
+$712K

Sector Composition

1 Consumer Discretionary 86.71%
2 Technology 6.72%
3 Communication Services 2.02%
4 Healthcare 1.61%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$64K 0.01%
1,610
+210
77
$61K 0.01%
+100
78
$61K 0.01%
192
-149
79
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+600
80
$57K 0.01%
+2,000
81
$52K 0.01%
314
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82
$44K 0.01%
+1,300
83
$41K 0.01%
+450
84
$41K 0.01%
+500
85
$40K 0.01%
683
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86
$31K 0.01%
2,863
-20,000
87
$25K ﹤0.01%
+181
88
$24K ﹤0.01%
85
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89
$24K ﹤0.01%
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-13,618
90
$22K ﹤0.01%
60
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91
$21K ﹤0.01%
+180
92
$18K ﹤0.01%
431
93
$18K ﹤0.01%
48
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94
$14K ﹤0.01%
36
95
$13K ﹤0.01%
+50
96
$12K ﹤0.01%
177
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97
$11K ﹤0.01%
200
-60
98
$10K ﹤0.01%
145
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99
$10K ﹤0.01%
175
+1
100
$10K ﹤0.01%
43
+2