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
$18.2M
AUM Growth
-$9.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.61M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$581K
5
PANW icon
Palo Alto Networks
PANW
+$537K

Top Sells

1
+$4.16M
2
+$4.08M
3
+$3.65M
4
META icon
Meta Platforms (Facebook)
META
+$2.26M
5
CRWD icon
CrowdStrike
CRWD
+$1.55M

Sector Composition

1 Technology 59.83%
2 Healthcare 11.28%
3 Consumer Discretionary 9.92%
4 Communication Services 6.94%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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79
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-3,700
80
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-470
81
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-60,000
82
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-200
83
– –
-1,000
84
– –
-170
1 2 3
4