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
$43M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.47M
3
+$2.57M
4
CRM icon
Salesforce
CRM
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$2.41M

Top Sells

1
+$920K
2
+$860K
3
+$494K
4
XYZ
Block Inc
XYZ
+$475K
5
XPEV icon
XPeng
XPEV
+$371K

Sector Composition

1 Technology 66.98%
2 Consumer Discretionary 11.31%
3 Communication Services 8.57%
4 Healthcare 4.67%
5 Financials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.8K 0.04%
+1,500
77
$15.8K 0.04%
4
-14
78
$9.71K 0.02%
+180
79
$6.07K 0.01%
+20
80
$4.55K 0.01%
100
+70
81
$4.15K 0.01%
+100
82
$1.91K ﹤0.01%
11
83
– –
-1,000
84
– –
-740
85
– –
-4,350
86
– –
-50
87
– –
-1,000
88
– –
-200
89
– –
-1,200
1 2 3
4