MS

Madden Securities Portfolio holdings

AUM $298M
1-Year Est. Return 26.46%
This Quarter Est. Return
1 Year Est. Return
+26.46%
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
376
$1.23K ﹤0.01%
+221
377
$1.15K ﹤0.01%
+17
378
$1.13K ﹤0.01%
+200
379
$1.11K ﹤0.01%
+100
380
$1.11K ﹤0.01%
+150
381
$1.05K ﹤0.01%
+27
382
$1.04K ﹤0.01%
+100
383
$1.02K ﹤0.01%
+40
384
$890 ﹤0.01%
+80
385
$784 ﹤0.01%
+4
386
$743 ﹤0.01%
+66
387
$730 ﹤0.01%
+14
388
$705 ﹤0.01%
+16
389
$648 ﹤0.01%
+19
390
$578 ﹤0.01%
+25
391
$362 ﹤0.01%
+6
392
$326 ﹤0.01%
+10
393
$279 ﹤0.01%
+10
394
$220 ﹤0.01%
+30
395
$201 ﹤0.01%
+25
396
– –
-6,905
397
– –
-6,050
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