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
$8.43M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$754K
3
+$658K
4
ARM icon
Arm
ARM
+$569K
5
AMZN icon
Amazon
AMZN
+$453K

Top Sells

1
+$550K
2
+$507K
3
+$488K
4
UMC icon
United Microelectronic
UMC
+$347K
5
AAPL icon
Apple
AAPL
+$340K

Sector Composition

1 Technology 50.11%
2 Consumer Discretionary 19.3%
3 Communication Services 13.78%
4 Financials 5.99%
5 Industrials 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
1
Tesla
TSLA
$1.46T
$1.04M 12.33%
4,010
+3,930
NVDA icon
2
NVIDIA
NVDA
$4.46T
$789K 9.36%
7,280
+6,070
TSM icon
3
TSMC
TSM
$1.53T
$754K 8.94%
+4,540
ARM icon
4
Arm
ARM
$175B
$753K 8.93%
7,050
+5,330
AMZN icon
5
Amazon
AMZN
$2.27T
$525K 6.23%
2,760
+2,380
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$409K 4.86%
710
+700
UBER icon
7
Uber
UBER
$192B
$366K 4.35%
5,030
+2,520
PANW icon
8
Palo Alto Networks
PANW
$141B
$304K 3.6%
1,780
+1,100
DIS icon
9
Walt Disney
DIS
$199B
$303K 3.6%
3,070
+2,890
WM icon
10
Waste Management
WM
$86.8B
$278K 3.3%
+1,200
NFLX icon
11
Netflix
NFLX
$510B
$214K 2.55%
230
+170
AAPL icon
12
Apple
AAPL
$3.74T
$191K 2.27%
860
-1,530
CRWD icon
13
CrowdStrike
CRWD
$122B
$183K 2.18%
520
-480
CVX icon
14
Chevron
CVX
$308B
$181K 2.14%
1,080
+880
GS icon
15
Goldman Sachs
GS
$232B
$180K 2.14%
330
-120
AMD icon
16
Advanced Micro Devices
AMD
$378B
$176K 2.08%
+1,710
ADBE icon
17
Adobe
ADBE
$140B
$165K 1.96%
430
+320
IBN icon
18
ICICI Bank
IBN
$118B
$158K 1.87%
+5,000
MA icon
19
Mastercard
MA
$507B
$137K 1.63%
+250
TNMG
20
TNL Mediagene
TNMG
$9.89M
$128K 1.52%
+168,298
MSFT icon
21
Microsoft
MSFT
$3.82T
$128K 1.51%
340
-80
LLY icon
22
Eli Lilly
LLY
$720B
$124K 1.47%
150
+140
ANET icon
23
Arista Networks
ANET
$180B
$104K 1.23%
1,340
+780
CAT icon
24
Caterpillar
CAT
$247B
$75.9K 0.9%
230
-140
ZM icon
25
Zoom
ZM
$23.9B
$68.6K 0.81%
+930
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