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
$188M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.57M
3
+$8.29M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
XYZ
Block Inc
XYZ
+$6.33M

Top Sells

1
+$19.4M
2
+$16.4M
3
+$4.24M
4
AMD icon
Advanced Micro Devices
AMD
+$2.08M
5
CRM icon
Salesforce
CRM
+$1.85M

Sector Composition

1 Technology 43.32%
2 Consumer Discretionary 14.29%
3 Communication Services 12.77%
4 Financials 9.93%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69K 0.04%
1,150
+350
102
$69K 0.04%
20,960
103
$66K 0.04%
1,060
-390
104
$65K 0.03%
1,500
-700
105
$64K 0.03%
800
-2,900
106
$61K 0.03%
+480
107
$61K 0.03%
410
-540
108
$61K 0.03%
+1,500
109
$61K 0.03%
+1,000
110
$60K 0.03%
500
111
$59K 0.03%
1,000
-3,000
112
$52K 0.03%
+1,050
113
$51K 0.03%
+460
114
$51K 0.03%
400
-600
115
$47K 0.02%
+500
116
$47K 0.02%
2,000
117
$44K 0.02%
+300
118
$41K 0.02%
+200
119
$41K 0.02%
600
120
$37K 0.02%
18
-52
121
$37K 0.02%
+1,000
122
$35K 0.02%
3,000
123
$34K 0.02%
200
-560
124
$32K 0.02%
+662
125
$31K 0.02%
310
-2,730
3 4
5
6 7