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
$44.4M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$3.8M
3
+$2.03M
4
UBER icon
Uber
UBER
+$1.68M
5
TSLA icon
Tesla
TSLA
+$1.68M

Top Sells

1
+$6.51M
2
+$1.8M
3
+$1.37M
4
DIS icon
Walt Disney
DIS
+$1.02M
5
CHT icon
Chunghwa Telecom
CHT
+$938K

Sector Composition

1 Technology 41.91%
2 Consumer Discretionary 20.61%
3 Communication Services 19.2%
4 Financials 5.58%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.71K 0.01%
90
-90
77
$3.46K 0.01%
+30
78
$1.11K ﹤0.01%
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