MS

Madden Securities Portfolio holdings

AUM $328M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
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
+$10.1M
2
+$7.12M
3
+$4.09M
4
LLY icon
Eli Lilly
LLY
+$3.59M
5
USO icon
United States Oil Fund
USO
+$2.53M

Top Sells

1
+$5.26M
2
+$4M
3
+$3.95M
4
INTC icon
Intel
INTC
+$3.64M
5
NVDA icon
NVIDIA
NVDA
+$3.62M

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
351
$4.2K ﹤0.01%
+1,500
352
$3.53K ﹤0.01%
+550
353
$3.48K ﹤0.01%
+62
354
$3.38K ﹤0.01%
10,000
-6,000
355
$3.36K ﹤0.01%
+18
356
$3.34K ﹤0.01%
+50
357
$3.27K ﹤0.01%
+500
358
$3.22K ﹤0.01%
+100
359
$3.16K ﹤0.01%
+130
360
$2.91K ﹤0.01%
+100
361
$2.91K ﹤0.01%
+20
362
$2.85K ﹤0.01%
+14
363
$2.8K ﹤0.01%
+100
364
$2.75K ﹤0.01%
+15
365
$2.6K ﹤0.01%
+27
366
$2.37K ﹤0.01%
+30
367
$2.02K ﹤0.01%
+49
368
$1.9K ﹤0.01%
+50
369
$1.86K ﹤0.01%
+100
370
$1.72K ﹤0.01%
+60
371
$1.57K ﹤0.01%
+400
372
$1.45K ﹤0.01%
+23
373
$1.31K ﹤0.01%
+27
374
$1.29K ﹤0.01%
+10
375
$1.24K ﹤0.01%
+35
12 13 14
15
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