MS

Mizuho Securities Portfolio holdings

AUM $7.48M
1-Year Est. Return 31.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$1.28M
3 +$705K
4
BA icon
Boeing
BA
+$341K
5
CSCO icon
Cisco
CSCO
+$341K

Top Sells

1 +$3.71M
2 +$3.46M
3 +$3.31M
4
XYZ
Block Inc
XYZ
+$2.16M
5
BABA icon
Alibaba
BABA
+$2.11M

Sector Composition

1 Consumer Discretionary 93.86%
2 Technology 2.48%
3 Healthcare 1.99%
4 Financials 0.63%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,350
202
-140
203
-29