MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
This Quarter Return
+1.11%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$523M
AUM Growth
+$523M
(+8.4%)
Cap. Flow
+$38.5M
Cap. Flow
% of AUM
7.35%
Top 10 Holdings %
Top 10 Hldgs %
91.36%
Holding
214
New
22
Increased
91
Reduced
63
Closed
8
Top Buys
| 1 |
Micron Technology
MU
|
$4.5M |
| 2 |
Palo Alto Networks
PANW
|
$3.3M |
| 3 |
Walt Disney
DIS
|
$2.87M |
| 4 |
Netflix
NFLX
|
$2.79M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$2.63M |
Top Sells
| 1 |
JD.com
JD
|
$3.72M |
| 2 |
Alibaba
BABA
|
$1.47M |
| 3 |
Takeda Pharmaceutical
TAK
|
$1.27M |
| 4 |
Microsoft
MSFT
|
$885K |
| 5 |
Cisco
CSCO
|
$712K |
Sector Composition
| 1 | Consumer Discretionary | 86.71% |
| 2 | Technology | 6.72% |
| 3 | Communication Services | 2.02% |
| 4 | Healthcare | 1.61% |
| 5 | Financials | 1.39% |
