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
51
$1.05M 0.55%
2,955
-188
52
$1.01M 0.53%
16,570
-2,020
53
$1.01M 0.53%
7,062
-109
54
$1M 0.53%
4,223
55
$973K 0.51%
4,425
56
$969K 0.51%
6,229
+230
57
$946K 0.49%
9,586
+2
58
$935K 0.49%
43,031
-29,270
59
$912K 0.48%
10,640
+535
60
$890K 0.47%
2,798
-21
61
$885K 0.46%
5,727
+350
62
$862K 0.45%
11,050
63
$811K 0.42%
4,350
64
$808K 0.42%
17,190
+504
65
$765K 0.4%
11,455
+100
66
$758K 0.4%
12,438
-36
67
$738K 0.39%
3,025
-5
68
$718K 0.38%
17,410
+1
69
$713K 0.37%
5,454
-1,853
70
$712K 0.37%
2,562
71
$707K 0.37%
7,400
72
$699K 0.37%
1,487
73
$681K 0.36%
1,730
-8
74
$676K 0.35%
1,865
75
$659K 0.34%
12,183
-850
1 2
3
4 5