MS

Mizuho Securities Portfolio holdings

AUM $7.48M
1-Year Est. Return 31.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46M
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.18M
3
+$1.98M
4
PANW icon
Palo Alto Networks
PANW
+$1.91M
5
XYZ
Block Inc
XYZ
+$1.51M

Top Sells

1
+$1.12B
2
+$349K
3
+$219K
4
GM icon
General Motors
GM
+$197K
5
DD icon
DuPont de Nemours
DD
+$128K

Sector Composition

1 Technology 44.77%
2 Consumer Discretionary 21.52%
3 Communication Services 10.8%
4 Financials 9.66%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
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