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
$523M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$3.3M
3
+$2.87M
4
NFLX icon
Netflix
NFLX
+$2.79M
5
XYZ
Block Inc
XYZ
+$2.63M

Top Sells

1
+$3.72M
2
+$1.47M
3
+$1.27M
4
MSFT icon
Microsoft
MSFT
+$885K
5
CSCO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
35
+1
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24
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64
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$2K ﹤0.01%
40
+22
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$2K ﹤0.01%
11
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$2K ﹤0.01%
18
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$2K ﹤0.01%
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+2
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$1K ﹤0.01%
31
+3
200
$1K ﹤0.01%
12
5 6 7
8
9