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
$460M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$73.1M
2
+$57.3M
3
+$28.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.33M
5
TSLA icon
Tesla
TSLA
+$6.05M

Top Sells

1
+$2.05M
2
+$442K
3
+$387K
4
MS icon
Morgan Stanley
MS
+$357K
5
UBER icon
Uber
UBER
+$335K

Sector Composition

1 Consumer Discretionary 66.3%
2 Technology 13.82%
3 Communication Services 2.4%
4 Financials 1.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5K ﹤0.01%
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+3
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+33
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$3K ﹤0.01%
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$3K ﹤0.01%
34
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$3K ﹤0.01%
19
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$3K ﹤0.01%
9
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8 9