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
$344M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$4.27M
2 +$3.01M
3 +$1.69M
4
NVDA icon
NVIDIA
NVDA
+$1.68M
5
PG icon
Procter & Gamble
PG
+$1.63M

Top Sells

1 +$6.41M
2 +$3.89M
3 +$3.82M
4
MU icon
Micron Technology
MU
+$3.22M
5
NFLX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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202
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203
$0 ﹤0.01%
50
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208
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210
-20,000
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216
-22,310