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
$278M
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$5.27M
2 +$3.67M
3 +$3.11M
4
AMD icon
Advanced Micro Devices
AMD
+$1.84M
5
META icon
Meta Platforms (Facebook)
META
+$976K

Top Sells

1 +$7.81M
2 +$2.06M
3 +$1.48M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.47M
5
V icon
Visa
V
+$1.14M

Sector Composition

1 Consumer Discretionary 86.09%
2 Technology 7.6%
3 Financials 1.54%
4 Communication Services 1.09%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6K ﹤0.01%
96
127
$6K ﹤0.01%
157
-1
128
$6K ﹤0.01%
18
-29
129
$6K ﹤0.01%
38
+1
130
$6K ﹤0.01%
123
131
$6K ﹤0.01%
26
132
$6K ﹤0.01%
175
+91
133
$6K ﹤0.01%
16
134
$6K ﹤0.01%
48
+1
135
$6K ﹤0.01%
40
-10
136
$6K ﹤0.01%
12
-1
137
$6K ﹤0.01%
58
+3
138
$6K ﹤0.01%
35
+1
139
$6K ﹤0.01%
23
-1
140
$6K ﹤0.01%
49
-1
141
$6K ﹤0.01%
113
+2
142
$5K ﹤0.01%
257
-1
143
$5K ﹤0.01%
29
144
$5K ﹤0.01%
+48
145
$5K ﹤0.01%
+150
146
$5K ﹤0.01%
125
+1
147
$5K ﹤0.01%
+146
148
$5K ﹤0.01%
92
+4
149
$5K ﹤0.01%
30
+19
150
$5K ﹤0.01%
281
-169