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
$55.8M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$4.44M
2 +$1.8M
3 +$751K
4
AMAT icon
Applied Materials
AMAT
+$149K
5
UBER icon
Uber
UBER
+$122K

Top Sells

1 +$17.4M
2 +$15.8M
3 +$12.8M
4
AVGO icon
Broadcom
AVGO
+$8.74M
5
XYZ
Block Inc
XYZ
+$8.28M

Sector Composition

1 Technology 41.72%
2 Healthcare 16.52%
3 Communication Services 11.16%
4 Consumer Discretionary 10.72%
5 Industrials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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