MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
This Quarter Return
-10.15%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$460M
AUM Growth
+$460M
(+65%)
Cap. Flow
+$210M
Cap. Flow
% of AUM
45.64%
Top 10 Holdings %
Top 10 Hldgs %
90.55%
Holding
218
New
17
Increased
92
Reduced
56
Closed
15
Top Buys
| 1 |
Alibaba
BABA
|
$73.1M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$57.3M |
| 3 |
TSMC
TSM
|
$28.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$6.33M |
| 5 |
Tesla
TSLA
|
$6.05M |
Top Sells
| 1 |
Micron Technology
MU
|
$2.05M |
| 2 |
Adobe
ADBE
|
$442K |
| 3 |
Intel
INTC
|
$387K |
| 4 |
Morgan Stanley
MS
|
$357K |
| 5 |
Uber
UBER
|
$335K |
Sector Composition
| 1 | Consumer Discretionary | 66.3% |
| 2 | Technology | 13.82% |
| 3 | Communication Services | 2.4% |
| 4 | Financials | 1.88% |
| 5 | Healthcare | 0.64% |
