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
$149M
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$17.8M
3
+$8.88M
4
TSLA icon
Tesla
TSLA
+$8.07M
5
PG icon
Procter & Gamble
PG
+$6.22M

Top Sells

1
+$2.36M
2
+$1.05M
3
+$989K
4
PYPL icon
PayPal
PYPL
+$977K
5
AMAT icon
Applied Materials
AMAT
+$937K

Sector Composition

1 Technology 29.5%
2 Consumer Discretionary 26.08%
3 Financials 21%
4 Communication Services 9.86%
5 Consumer Staples 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
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