MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
1-Year Return
23.85%
This Quarter Return
+2.98%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$36M
AUM Growth
-$259M
(-88%)
Cap. Flow
-$259M
Cap. Flow
% of AUM
-720.09%
Top 10 Holdings %
Top 10 Hldgs %
67.01%
Holding
217
New
10
Increased
36
Reduced
39
Closed
130
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$2.67M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$1.81M |
| 3 |
Zoom
ZM
|
$684K |
| 4 |
NVIDIA
NVDA
|
$362K |
| 5 |
UnitedHealth
UNH
|
$321K |
Top Sells
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$134M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$55M |
| 3 |
Invesco QQQ Trust
QQQ
|
$43.7M |
| 4 |
SPDR Gold Trust
GLD
|
$9.11M |
| 5 |
Apple
AAPL
|
$5.29M |
Sector Composition
| 1 | Technology | 56.96% |
| 2 | Communication Services | 17.32% |
| 3 | Consumer Discretionary | 10.12% |
| 4 | Financials | 5.62% |
| 5 | Healthcare | 3.24% |
