MS

Mizuho Securities Portfolio holdings

AUM $14.6M
1-Year Est. Return 48.23%
This Quarter Est. Return
1 Year Est. Return
+48.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$8.57M
3
+$8.29M
4
MSFT icon
Microsoft
MSFT
+$6.67M
5
XYZ
Block Inc
XYZ
+$6.33M

Top Sells

1
+$19.4M
2
+$16.4M
3
+$4.24M
4
AMD icon
Advanced Micro Devices
AMD
+$2.08M
5
CRM icon
Salesforce
CRM
+$1.85M

Sector Composition

1 Technology 43.32%
2 Consumer Discretionary 14.29%
3 Communication Services 12.77%
4 Financials 9.93%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
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