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
251
$25.9K 0.01%
+2,200
252
$25.9K 0.01%
+135
253
$25.6K 0.01%
+250
254
$24.9K 0.01%
+249
255
$24.8K 0.01%
+100
256
$24.7K 0.01%
+707
257
$24.3K 0.01%
+1,028
258
$24.1K 0.01%
+313
259
$24K 0.01%
+715
260
$23.8K 0.01%
755
-18,895
261
$23.6K 0.01%
+110
262
$23.3K 0.01%
+110
263
$23.2K 0.01%
+280
264
$22.8K 0.01%
+100
265
$22.2K 0.01%
+3,354
266
$21.9K 0.01%
+400
267
$21.6K 0.01%
+500
268
$21.3K 0.01%
+161
269
$21.3K 0.01%
+1,000
270
$21K 0.01%
+1,000
271
$20.9K 0.01%
+710
272
$20.9K 0.01%
+1,000
273
$20.8K 0.01%
+2,600
274
$20.5K 0.01%
571
-149,055
275
$20.3K 0.01%
+612