MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
This Quarter Return
-14.78%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(-19%)
Cap. Flow
-$10.8M
Cap. Flow
% of AUM
-3.88%
Top 10 Holdings %
Top 10 Hldgs %
93.3%
Holding
211
New
17
Increased
67
Reduced
85
Closed
10
Top Buys
| 1 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$5.27M |
| 2 |
Sea Limited
SE
|
$3.67M |
| 3 |
Micron Technology
MU
|
$3.11M |
| 4 |
Advanced Micro Devices
AMD
|
$1.84M |
| 5 |
Meta Platforms (Facebook)
META
|
$976K |
Top Sells
| 1 |
Tesla
TSLA
|
$7.81M |
| 2 |
Procter & Gamble
PG
|
$2.06M |
| 3 |
TSMC
TSM
|
$1.48M |
| 4 |
Visa
V
|
$1.14M |
| 5 |
Boeing
BA
|
$1.03M |
Sector Composition
| 1 | Consumer Discretionary | 86.09% |
| 2 | Technology | 7.6% |
| 3 | Financials | 1.54% |
| 4 | Communication Services | 1.09% |
| 5 | Healthcare | 0.74% |
