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
$32.1M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.2M
3
+$1.13M
4
UBER icon
Uber
UBER
+$766K
5
DIS icon
Walt Disney
DIS
+$668K

Top Sells

1
+$12.6M
2
+$3.17M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$907K
5
TSLA icon
Tesla
TSLA
+$898K

Sector Composition

1 Technology 55.54%
2 Communication Services 19.24%
3 Consumer Discretionary 8.8%
4 Industrials 5.62%
5 Financials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
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