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
$278M
AUM Growth
-$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$3.67M
3
+$3.11M
4
AMD icon
Advanced Micro Devices
AMD
+$1.84M
5
META icon
Meta Platforms (Facebook)
META
+$976K

Top Sells

1
+$7.81M
2
+$2.06M
3
+$1.48M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.47M
5
V icon
Visa
V
+$1.14M

Sector Composition

1 Consumer Discretionary 86.09%
2 Technology 7.6%
3 Financials 1.54%
4 Communication Services 1.09%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
+4
152
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20
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20
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+33
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223
+8
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41
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46
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$4K ﹤0.01%
+25
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223
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127
+1
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$4K ﹤0.01%
17
169
$4K ﹤0.01%
88
-7,780
170
$4K ﹤0.01%
594
+1
171
$4K ﹤0.01%
64
-501
172
$3K ﹤0.01%
42
+2
173
$3K ﹤0.01%
27
+22
174
$3K ﹤0.01%
80
+1
175
$3K ﹤0.01%
35
+1
5 6
7
8 9