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
$191M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.94M
3
+$1.69M
4
BA icon
Boeing
BA
+$1.27M
5
ARVL
Arrival Ordinary Shares
ARVL
+$1.22M

Top Sells

1
+$2.03M
2
+$1.81M
3
+$904K
4
PINS icon
Pinterest
PINS
+$760K
5
URTY icon
ProShares UltraPro Russell2000
URTY
+$746K

Sector Composition

1 Technology 15.33%
2 Consumer Discretionary 13.69%
3 Healthcare 11.01%
4 Energy 8.81%
5 Materials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.22M 1.16%
9,804
-3,990
27
$2.22M 1.16%
5,995
-200
28
$2.18M 1.14%
74,473
+10,690
29
$2.1M 1.1%
53,707
+40
30
$2.04M 1.06%
17,561
-1,240
31
$1.99M 1.04%
10,398
+6,335
32
$1.98M 1.03%
8,104
+3,710
33
$1.94M 1.01%
+32,116
34
$1.93M 1.01%
79,890
-500
35
$1.87M 0.98%
33,446
+3,858
36
$1.66M 0.87%
63,668
+876
37
$1.64M 0.86%
34,225
-250
38
$1.61M 0.84%
6,737
+5,300
39
$1.58M 0.83%
9,544
-1,220
40
$1.57M 0.82%
79,368
+2,260
41
$1.56M 0.82%
10,544
-25
42
$1.42M 0.74%
23,466
+3,450
43
$1.28M 0.67%
4,390
+37
44
$1.28M 0.67%
16,167
-9,630
45
$1.27M 0.66%
2,804
46
$1.16M 0.6%
3,056
+32
47
$1.15M 0.6%
65,910
-4,164
48
$1.12M 0.58%
3,503
49
$1.09M 0.57%
2,164
50
$1.06M 0.55%
4,529
1
2
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