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
$182M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.11M
3
+$2.76M
4
RIO icon
Rio Tinto
RIO
+$2.57M
5
AMZN icon
Amazon
AMZN
+$2.49M

Top Sells

1
+$5.2M
2
+$3.76M
3
+$3.65M
4
WHR icon
Whirlpool
WHR
+$2.06M
5
FDX icon
FedEx
FDX
+$1.99M

Sector Composition

1 Technology 15.28%
2 Consumer Discretionary 12.95%
3 Energy 11.76%
4 Materials 9.87%
5 Real Estate 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$878K 0.48%
5,214
-243
52
$852K 0.47%
+39,530
53
$845K 0.46%
2,436
54
$794K 0.44%
2,831
+30
55
$722K 0.4%
23,768
56
$722K 0.4%
17,950
+10,500
57
$710K 0.39%
48,228
-27
58
$703K 0.39%
5,502
-550
59
$703K 0.39%
13,846
+103
60
$661K 0.36%
+2,736
61
$614K 0.34%
19,650
62
$588K 0.32%
7,249
63
$582K 0.32%
+2,420
64
$569K 0.31%
2,938
-5
65
$534K 0.29%
7,570
66
$506K 0.28%
5,121
67
$495K 0.27%
2,790
-54
68
$488K 0.27%
4,815
69
$485K 0.27%
5,231
-200
70
$478K 0.26%
879
-200
71
$474K 0.26%
1,729
-245
72
$446K 0.24%
900
-54
73
$408K 0.22%
19,521
-222
74
$395K 0.22%
1,850
-480
75
$391K 0.21%
1,816
+180
1 2
3
4 5