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
276
$20.2K 0.01%
+337
277
$20K 0.01%
2,025
278
$19.5K 0.01%
+400
279
$19.5K 0.01%
270
-7,300
280
$18.6K 0.01%
+600
281
$17.9K 0.01%
+1,000
282
$17.4K 0.01%
+450
283
$16.8K 0.01%
+400
284
$16.8K 0.01%
+150
285
$16.7K 0.01%
+1,200
286
$16.1K 0.01%
+3,345
287
$15.9K 0.01%
+100
288
$15.6K 0.01%
+230
289
$15.5K 0.01%
+200
290
$15.3K 0.01%
+144
291
$15.2K 0.01%
+1,000
292
$14.5K 0.01%
+384
293
$14.4K 0.01%
+420
294
$14.3K 0.01%
+166
295
$14.1K 0.01%
+1,000
296
$13.9K 0.01%
+400
297
$13.8K 0.01%
+400
298
$13.5K 0.01%
+201
299
$13.4K 0.01%
+307
300
$12.8K 0.01%
+128