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
$46M
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.53M
3
+$2.15M
4
PANW icon
Palo Alto Networks
PANW
+$2.08M
5
XYZ
Block Inc
XYZ
+$1.56M

Top Sells

1
+$1.12B
2
+$356K
3
+$212K
4
GM icon
General Motors
GM
+$197K
5
CHT icon
Chunghwa Telecom
CHT
+$130K

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
in Stake 		Capital Flow
151
– –
-900
152
– –
-20
153
– –
-1,500
154
– –
-1,000
155
– –
-2,500
156
– –
-1,000
3 4 5 6
7