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
201
$1K ﹤0.01%
116
-1
202
$1K ﹤0.01%
10
-5,600
203
$1K ﹤0.01%
30
-1
204
$1K ﹤0.01%
84
-20
205
-130
206
-500
207
$0 ﹤0.01%
1
208
-240
209
-600
210
-300
211
-940
212
-4,870
213
-9
214
-100