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
$185M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.14M
3
+$2.86M
4
EIX icon
Edison International
EIX
+$2.77M
5
AMZN icon
Amazon
AMZN
+$2M

Top Sells

1
+$2.18M
2
+$1.35M
3
+$1.28M
4
CRL icon
Charles River Laboratories
CRL
+$1.27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M

Sector Composition

1 Technology 16.06%
2 Consumer Discretionary 16.04%
3 Energy 9.24%
4 Healthcare 8.77%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.5%
+49,990
27
$2.71M 1.47%
46,054
+1,615
28
$2.54M 1.38%
10,599
+2,495
29
$2.49M 1.35%
57,290
-1,867
30
$2.37M 1.28%
10,756
+4,019
31
$2.32M 1.25%
14,052
+3,654
32
$2.21M 1.2%
8,500
+4,110
33
$2.2M 1.19%
51,149
-2,558
34
$2.15M 1.16%
39,729
+6,283
35
$1.95M 1.06%
7,193
-2,185
36
$1.84M 1%
13,820
-8,380
37
$1.73M 0.94%
79,890
38
$1.7M 0.92%
+48,691
39
$1.63M 0.88%
65,136
+1,468
40
$1.57M 0.85%
9,544
41
$1.56M 0.85%
33,950
-275
42
$1.55M 0.84%
80,032
+664
43
$1.45M 0.79%
23,446
-20
44
$1.45M 0.79%
12,290
-5,271
45
$1.29M 0.7%
2,804
46
$1.25M 0.67%
+16,550
47
$1.23M 0.67%
8,169
-2,375
48
$1.2M 0.65%
2,910
-3,085
49
$1.16M 0.63%
3,346
+290
50
$1.15M 0.62%
18,510
+1,940
1
2
3 4 5