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
$226M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.49M
3
+$2.11M
4
SNOW icon
Snowflake
SNOW
+$1.22M
5
QCOM icon
Qualcomm
QCOM
+$1.02M

Top Sells

1
+$3.73M
2
+$3.27M
3
+$1.39M
4
SMCI icon
Super Micro Computer
SMCI
+$1.12M
5
WHR icon
Whirlpool
WHR
+$942K

Sector Composition

1 Technology 22.22%
2 Energy 12.66%
3 Healthcare 7.68%
4 Consumer Discretionary 7.65%
5 Real Estate 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.1%
+14,375
27
$2.34M 1.04%
121,850
+5,114
28
$2.21M 0.98%
93,334
-14,298
29
$2.19M 0.97%
12,785
-30
30
$2.19M 0.97%
53,092
-286
31
$2.11M 0.94%
+23,440
32
$2.06M 0.91%
15,230
+9,064
33
$1.99M 0.88%
26,426
+2,450
34
$1.96M 0.87%
36,891
-196
35
$1.87M 0.83%
64,673
+100
36
$1.77M 0.78%
52,577
+250
37
$1.68M 0.74%
7,687
+2,876
38
$1.54M 0.68%
2,835
39
$1.53M 0.68%
22,240
+2,175
40
$1.52M 0.67%
17,544
41
$1.51M 0.67%
70,689
+12,087
42
$1.51M 0.67%
19,735
-75
43
$1.32M 0.58%
2,405
44
$1.28M 0.57%
20,192
+284
45
$1.23M 0.55%
2,469
+33
46
$1.17M 0.52%
2,323
47
$1.17M 0.52%
11,952
+1,345
48
$1.14M 0.51%
2,384
-60
49
$1.13M 0.5%
24,907
50
$1.02M 0.45%
+5,135
1
2
3 4 5