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
$171M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$3M
3
+$2.85M
4
AI icon
C3.ai
AI
+$1.81M
5
ARVL
Arrival Ordinary Shares
ARVL
+$1.45M

Top Sells

1
+$1.83M
2
+$1.42M
3
+$1.39M
4
RGLD icon
Royal Gold
RGLD
+$762K
5
PINS icon
Pinterest
PINS
+$700K

Sector Composition

1 Technology 15.57%
2 Consumer Discretionary 14.66%
3 Healthcare 10.82%
4 Energy 8.75%
5 Materials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.19%
24,455
+6,655
27
$1.94M 1.14%
53,667
-1,765
28
$1.91M 1.12%
25,797
-9,455
29
$1.81M 1.06%
+27,475
30
$1.79M 1.05%
6,195
-25
31
$1.77M 1.04%
80,390
+22,728
32
$1.72M 1.01%
10,764
-828
33
$1.72M 1.01%
29,588
-3,516
34
$1.65M 0.97%
72,301
-9,839
35
$1.56M 0.92%
62,792
-16,928
36
$1.5M 0.87%
10,569
+2,334
37
$1.47M 0.86%
34,475
38
$1.45M 0.85%
77,108
+14,288
39
$1.45M 0.85%
+1,803
40
$1.24M 0.73%
20,016
+450
41
$1.19M 0.7%
2,804
42
$1.13M 0.66%
70,074
-39,288
43
$1.12M 0.65%
3,024
+2,222
44
$1.07M 0.63%
3,503
45
$1.06M 0.62%
4,353
+913
46
$1.05M 0.62%
78,960
+15,560
47
$1M 0.59%
3,143
-1,970
48
$998K 0.58%
+4,394
49
$988K 0.58%
2,164
-75
50
$975K 0.57%
4,425
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2
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