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
51
$873K 0.65%
22,450
+10,450
52
$833K 0.62%
+4,364
53
$767K 0.57%
12,427
-2,941
54
$753K 0.56%
12,490
-200
55
$749K 0.56%
6,776
+3,975
56
$740K 0.55%
1,509
-594
57
$725K 0.54%
2,767
-1,560
58
$719K 0.53%
+4,350
59
$716K 0.53%
+2,403
60
$713K 0.53%
38,568
-7,836
61
$698K 0.52%
3,305
-110
62
$675K 0.5%
+5,376
63
$674K 0.5%
+8,100
64
$646K 0.48%
+5,150
65
$627K 0.47%
+1,587
66
$616K 0.46%
+17,190
67
$602K 0.45%
+6,249
68
$593K 0.44%
+2,719
69
$584K 0.43%
+2,015
70
$570K 0.42%
4,594
+1,604
71
$565K 0.42%
1,836
72
$560K 0.42%
12,000
+474
73
$549K 0.41%
3,948
+302
74
$544K 0.4%
7,249
+212
75
$513K 0.38%
2,605
-420
1 2
3
4 5