MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
This Quarter Return
-11.27%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-43%)
Cap. Flow
+$68.7M
Cap. Flow
% of AUM
23.26%
Top 10 Holdings %
Top 10 Hldgs %
92.66%
Holding
221
New
18
Increased
79
Reduced
63
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$22.8M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$17.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$14.3M |
| 4 |
SPDR Gold Trust
GLD
|
$9.11M |
| 5 |
Apple
AAPL
|
$5.36M |
Top Sells
| 1 |
TSMC
TSM
|
$12.1M |
| 2 |
Mitsubishi UFJ Financial
MUFG
|
$891K |
| 3 |
CrowdStrike
CRWD
|
$889K |
| 4 |
Sony
SONY
|
$766K |
| 5 |
United Microelectronic
UMC
|
$702K |
Sector Composition
| 1 | Technology | 9.36% |
| 2 | Consumer Discretionary | 3.82% |
| 3 | Communication Services | 1.69% |
| 4 | Financials | 1.1% |
| 5 | Healthcare | 0.95% |
