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
51
$959K 0.56%
4,529
52
$951K 0.56%
7,171
-4,490
53
$925K 0.54%
9,584
+2
54
$913K 0.53%
5,999
-80
55
$877K 0.51%
+7,307
56
$848K 0.5%
18,590
-13,130
57
$843K 0.49%
4,223
-141
58
$829K 0.48%
10,105
+220
59
$820K 0.48%
2,819
+100
60
$818K 0.48%
11,050
-2,650
61
$785K 0.46%
3,030
-110
62
$766K 0.45%
2,602
-35
63
$765K 0.45%
12,474
+976
64
$755K 0.44%
4,094
-100
65
$755K 0.44%
16,686
+4,686
66
$746K 0.44%
+7,000
67
$745K 0.44%
+4,063
68
$717K 0.42%
11,355
-125
69
$714K 0.42%
5,377
70
$687K 0.4%
13,033
-4,874
71
$685K 0.4%
4,350
72
$674K 0.39%
17,409
-499
73
$655K 0.38%
2,562
-1,253
74
$633K 0.37%
1,738
-98
75
$631K 0.37%
7,400
1 2
3
4 5