MS

Mizuho Securities Portfolio holdings

AUM $7.68M
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$4.02M
3
+$2.98M
4
NFLX icon
Netflix
NFLX
+$2.8M
5
NVDA icon
NVIDIA
NVDA
+$2.66M

Top Sells

1
+$1.14M
2
+$1.11M
3
+$963K
4
CSCO icon
Cisco
CSCO
+$894K
5
KEYS icon
Keysight
KEYS
+$690K

Sector Composition

1 Technology 35%
2 Consumer Discretionary 16.73%
3 Communication Services 15.8%
4 Financials 13.76%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
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