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
$21.4M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$849K
3 +$661K
4
MAR icon
Marriott International
MAR
+$586K
5
XOM icon
Exxon Mobil
XOM
+$330K

Top Sells

1 +$3.58M
2 +$3.2M
3 +$2.38M
4
TSLA icon
Tesla
TSLA
+$2.04M
5
META icon
Meta Platforms (Facebook)
META
+$1.94M

Sector Composition

1 Technology 37.9%
2 Communication Services 32.11%
3 Consumer Discretionary 15.42%
4 Healthcare 5.74%
5 Energy 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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84
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85
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90
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-2,600
92
-1,150