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
$135M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.74M
3
+$1.66M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$1.18M

Top Sells

1
+$2.39M
2
+$1.55M
3
+$1.46M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.38M
5
BABA icon
Alibaba
BABA
+$1.14M

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 13.14%
3 Healthcare 13.1%
4 Communication Services 7.7%
5 Energy 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.07%
5,193
-583
27
$1.42M 1.06%
6,285
+2,775
28
$1.41M 1.05%
5,608
-1,905
29
$1.4M 1.04%
82,224
-468
30
$1.4M 1.04%
40,738
-21,664
31
$1.28M 0.96%
+16,885
32
$1.19M 0.89%
13,720
+6,900
33
$1.19M 0.88%
34,182
+1,509
34
$1.12M 0.83%
20,576
+1,571
35
$1.08M 0.8%
31,875
+3,725
36
$1.05M 0.78%
39,109
+787
37
$989K 0.74%
2,239
+1,510
38
$977K 0.73%
2,804
39
$964K 0.72%
71,240
-114,600
40
$959K 0.71%
3,453
+2,515
41
$931K 0.69%
59,278
+3,000
42
$930K 0.69%
50,466
+11,823
43
$915K 0.68%
52,623
-15,390
44
$909K 0.68%
4,615
+2,270
45
$906K 0.67%
4,529
+2,015
46
$894K 0.66%
4,200
-6,881
47
$888K 0.66%
6,404
+78
48
$887K 0.66%
17,957
+7,184
49
$882K 0.66%
9,964
+3,006
50
$880K 0.65%
5,962
+1,700
1
2
3 4 5