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
$40.6M
AUM Growth
-$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.79M
3
+$1.15M
4
TSLA icon
Tesla
TSLA
+$1.14M
5
CAT icon
Caterpillar
CAT
+$755K

Top Sells

1
+$2.8M
2
+$2.77M
3
+$1.73M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
AVGO icon
Broadcom
AVGO
+$716K

Sector Composition

1 Technology 63.92%
2 Consumer Discretionary 13.96%
3 Communication Services 8.83%
4 Financials 4.5%
5 Materials 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.37K 0.01%
+723
77
$2.98K 0.01%
+130
78
$1.07K ﹤0.01%
+90
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