MS
Mizuho Securities Portfolio holdings
AUM
$27.7M
This Quarter Return
-28.4%
1 Year Return
+23.85%
3 Year Return
+192.43%
5 Year Return
+10.18%
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(-34%)
Cap. Flow
-$23.7M
Cap. Flow
% of AUM
-6.89%
Top 10 Holdings %
Top 10 Hldgs %
90.95%
Holding
216
New
10
Increased
66
Reduced
86
Closed
22
Top Buys
| 1 |
Sea Limited
SE
|
$4.27M |
| 2 |
Tesla
TSLA
|
$3.01M |
| 3 |
NVIDIA
NVDA
|
$2.64M |
| 4 |
Intuitive Surgical
ISRG
|
$1.69M |
| 5 |
Procter & Gamble
PG
|
$1.63M |
Top Sells
| 1 |
C4 Therapeutics
CCCC
|
$6.41M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$3.89M |
| 3 |
Palo Alto Networks
PANW
|
$3.82M |
| 4 |
Micron Technology
MU
|
$3.22M |
| 5 |
Netflix
NFLX
|
$2.39M |
Sector Composition
| 1 | Consumer Discretionary | 87.84% |
| 2 | Technology | 6.09% |
| 3 | Financials | 1.75% |
| 4 | Communication Services | 1.54% |
| 5 | Healthcare | 1.21% |
