MS

Madden Securities Portfolio holdings

AUM $327M
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1 +$9.72M
2 +$7.15M
3 +$4.17M
4
LLY icon
Eli Lilly
LLY
+$3.7M
5
USO icon
United States Oil Fund
USO
+$2.54M

Top Sells

1 +$5.34M
2 +$4.41M
3 +$3.92M
4
NVDA icon
NVIDIA
NVDA
+$3.6M
5
INTC icon
Intel
INTC
+$3.46M

Sector Composition

1 Energy 15.55%
2 Technology 9.97%
3 Consumer Discretionary 9.36%
4 Healthcare 8.4%
5 Real Estate 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$36.1K 0.02%
+1,250
227
$36K 0.02%
+66
228
$35K 0.02%
+250
229
$34.6K 0.02%
+554
230
$33.2K 0.02%
+400
231
$30.7K 0.02%
+255
232
$30.4K 0.02%
+300
233
$30.3K 0.02%
+2,606
234
$30.3K 0.02%
+203
235
$30.1K 0.02%
+472
236
$30.1K 0.02%
+963
237
$30K 0.02%
+1,340
238
$29.7K 0.02%
+285
239
$29.6K 0.02%
+1,000
240
$29.4K 0.02%
+408
241
$29.3K 0.02%
+120
242
$28.7K 0.02%
+165
243
$28.5K 0.02%
+546
244
$28.3K 0.01%
+2,300
245
$27.9K 0.01%
+2,277
246
$27.4K 0.01%
+740
247
$26.3K 0.01%
+2,000
248
$26.3K 0.01%
+99
249
$26.1K 0.01%
+110
250
$26K 0.01%
+36