MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
1-Year Return
23.85%
This Quarter Return
+13.53%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$188M
AUM Growth
+$39M
(+26%)
Cap. Flow
+$16.7M
Cap. Flow
% of AUM
8.87%
Top 10 Holdings %
Top 10 Hldgs %
65.91%
Holding
180
New
48
Increased
43
Reduced
34
Closed
37
Top Buys
| 1 |
Broadcom
AVGO
|
$9.91M |
| 2 |
NVIDIA
NVDA
|
$8.57M |
| 3 |
Korro Bio
KRRO
|
$8.29M |
| 4 |
Microsoft
MSFT
|
$6.67M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$6.33M |
Top Sells
| 1 |
Tesla
TSLA
|
$19.4M |
| 2 |
Visa
V
|
$16.4M |
| 3 |
Amazon
AMZN
|
$4.24M |
| 4 |
Advanced Micro Devices
AMD
|
$2.08M |
| 5 |
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% |