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
$483M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$1.3M
3 +$615K
4
BA icon
Boeing
BA
+$391K
5
CSCO icon
Cisco
CSCO
+$375K

Top Sells

1 +$3.68M
2 +$3.3M
3 +$3.14M
4
XYZ
Block Inc
XYZ
+$2.09M
5
BABA icon
Alibaba
BABA
+$1.95M

Sector Composition

1 Consumer Discretionary 93.86%
2 Technology 2.48%
3 Healthcare 1.99%
4 Financials 0.63%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$7K ﹤0.01%
55
+24
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$6K ﹤0.01%
+256
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41
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32
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96
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39
+8
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-4
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155
-4
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$6K ﹤0.01%
31
+6