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
326
$8.56K ﹤0.01%
+1,000
327
$8.48K ﹤0.01%
+719
328
$8.01K ﹤0.01%
+525
329
$7.99K ﹤0.01%
+560
330
$7.77K ﹤0.01%
+120
331
$7.72K ﹤0.01%
+35
332
$7.72K ﹤0.01%
+249
333
$7.55K ﹤0.01%
+80
334
$7.52K ﹤0.01%
+250
335
$7.31K ﹤0.01%
+104
336
$7.05K ﹤0.01%
+200
337
$6.86K ﹤0.01%
+100
338
$6.66K ﹤0.01%
+702
339
$6.34K ﹤0.01%
+557
340
$6.33K ﹤0.01%
+125
341
$6.26K ﹤0.01%
+169
342
$6.07K ﹤0.01%
+445
343
$5.15K ﹤0.01%
+187
344
$5.13K ﹤0.01%
+106
345
$4.88K ﹤0.01%
+13
346
$4.63K ﹤0.01%
+65
347
$4.51K ﹤0.01%
+1,000
348
$4.5K ﹤0.01%
+91
349
$4.47K ﹤0.01%
+256
350
$4.42K ﹤0.01%
+397
12 13
14
15 16