MS

Mizuho Securities Portfolio holdings

AUM $14.6M
1-Year Est. Return 48.23%
This Quarter Est. Return
1 Year Est. Return
+48.23%
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
+$73.1M
2
+$57.3M
3
+$28.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.33M
5
TSLA icon
Tesla
TSLA
+$6.05M

Top Sells

1
+$2.05M
2
+$442K
3
+$387K
4
MS icon
Morgan Stanley
MS
+$357K
5
UBER icon
Uber
UBER
+$335K

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
$1K ﹤0.01%
170
202
– –
-450
203
– –
-47
204
– –
-60
205
– –
-49
206
– –
-200
207
– –
-146
208
– –
-133
209
$0 ﹤0.01%
3
-69
210
– –
-13
211
– –
-6
212
– –
-96
213
– –
-281
214
– –
-300
215
– –
-110
216
– –
-1,560
217
– –
-90
218
$0 ﹤0.01%
2
-1
5 6 7 8
9