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
$460M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$57.3M
3
+$28.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.33M
5
TSLA icon
Tesla
TSLA
+$6.05M

Top Sells

1
+$2.05M
2
+$442K
3
+$387K
4
MS icon
Morgan Stanley
MS
+$357K
5
UBER icon
Uber
UBER
+$335K

Sector Composition

1 Consumer Discretionary 66.3%
2 Technology 13.82%
3 Communication Services 2.4%
4 Financials 1.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13K ﹤0.01%
100
102
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41
-1
103
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26
+7
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119
+61
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$10K ﹤0.01%
77
-4
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166
+68
107
$10K ﹤0.01%
+83
108
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17
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81
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$7K ﹤0.01%
40
122
$7K ﹤0.01%
153
-1
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$7K ﹤0.01%
16
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$7K ﹤0.01%
197
125
$7K ﹤0.01%
30
-149
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5
6 7