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
301
$12.5K 0.01%
+250
302
$12.4K 0.01%
+350
303
$12.3K 0.01%
+287
304
$12.3K 0.01%
+50
305
$11.7K 0.01%
+152
306
$11.5K 0.01%
+50
307
$11.3K 0.01%
+29
308
$11.1K 0.01%
+650
309
$11.1K 0.01%
+77
310
$10.7K 0.01%
+215
311
$10.5K 0.01%
+304
312
$10.4K 0.01%
+89
313
$10.2K 0.01%
+75
314
$9.86K 0.01%
+500
315
$9.66K 0.01%
+175
316
$9.56K 0.01%
+60
317
$9.46K 0.01%
+100
318
$9.35K ﹤0.01%
+1,550
319
$9.31K ﹤0.01%
+1,500
320
$9.31K ﹤0.01%
+86
321
$9.27K ﹤0.01%
+1,000
322
$9.07K ﹤0.01%
+100
323
$8.66K ﹤0.01%
+50
324
$8.62K ﹤0.01%
+26
325
$8.58K ﹤0.01%
+100
11 12
13
14 15