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
$460M
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$55.7M
3
+$32.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.19M
5
TSLA icon
Tesla
TSLA
+$5.25M

Top Sells

1
+$2.25M
2
+$467K
3
+$405K
4
INTC icon
Intel
INTC
+$384K
5
UBER icon
Uber
UBER
+$338K

Sector Composition

1 Consumer Discretionary 66.3%
2 Technology 13.82%
3 Communication Services 2.4%
4 Financials 1.88%
5 Healthcare 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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10
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$0 ﹤0.01%
3
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210
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215
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$0 ﹤0.01%
2
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217
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218
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5 6 7 8
9