MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+8.55%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$189M
AUM Growth
-$693K
(-0.37%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-6.34%
Top 10 Holdings %
Top 10 Hldgs %
41.75%
Holding
396
New
1
Increased
22
Reduced
50
Closed
307
Top Buys
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$4.84M |
| 2 |
Enphase Energy
ENPH
|
$3.78M |
| 3 |
Eli Lilly
LLY
|
$2.52M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.06M |
| 5 |
Comerica
CMA
|
$2.04M |
Top Sells
| 1 |
United States Oil Fund
USO
|
$3.71M |
| 2 |
Iron Mountain
IRM
|
$1.88M |
| 3 |
Ecopetrol
EC
|
$1.61M |
| 4 |
Amazon
AMZN
|
$1.6M |
| 5 |
Boeing
BA
|
$1.33M |
Sector Composition
| 1 | Energy | 14.83% |
| 2 | Technology | 13.33% |
| 3 | Consumer Discretionary | 10.18% |
| 4 | Healthcare | 9.44% |
| 5 | Materials | 5.31% |
