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
$36M
AUM Growth
-$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$1.81M
3 +$684K
4
NVDA icon
NVIDIA
NVDA
+$362K
5
UNH icon
UnitedHealth
UNH
+$321K

Top Sells

1 +$134M
2 +$55M
3 +$43.7M
4
GLD icon
SPDR Gold Trust
GLD
+$9.11M
5
AAPL icon
Apple
AAPL
+$5.29M

Sector Composition

1 Technology 56.96%
2 Communication Services 17.32%
3 Consumer Discretionary 10.12%
4 Financials 5.62%
5 Healthcare 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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