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
51
$1.12M 0.61%
64,896
-1,014
52
$1.11M 0.6%
18,588
+6,150
53
$1.08M 0.58%
+29,368
54
$1.03M 0.56%
2,878
-77
55
$1.01M 0.55%
+2,621
56
$898K 0.49%
9,199
-387
57
$872K 0.47%
10,640
58
$800K 0.43%
17,214
+24
59
$706K 0.38%
9,452
+6,220
60
$692K 0.37%
+7,000
61
$689K 0.37%
6,233
+779
62
$681K 0.37%
1,726
-4
63
$678K 0.37%
11,455
64
$671K 0.36%
2,988
-37
65
$665K 0.36%
4,577
-1,150
66
$621K 0.34%
4,812
-2,250
67
$614K 0.33%
+2,800
68
$571K 0.31%
22,356
-24
69
$557K 0.3%
7,978
+929
70
$529K 0.29%
3,604
71
$519K 0.28%
7,249
72
$517K 0.28%
12,450
73
$497K 0.27%
1,465
-410
74
$495K 0.27%
5,221
-310
75
$477K 0.26%
1,747
-815
1 2
3
4 5