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
$226M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.49M
3
+$2.11M
4
SNOW icon
Snowflake
SNOW
+$1.22M
5
QCOM icon
Qualcomm
QCOM
+$1.02M

Top Sells

1
+$3.73M
2
+$3.27M
3
+$1.39M
4
SMCI icon
Super Micro Computer
SMCI
+$1.12M
5
WHR icon
Whirlpool
WHR
+$942K

Sector Composition

1 Technology 22.22%
2 Energy 12.66%
3 Healthcare 7.68%
4 Consumer Discretionary 7.65%
5 Real Estate 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.45%
14,225
52
$1M 0.44%
+6,450
53
$1M 0.44%
25,750
54
$981K 0.43%
+6,710
55
$958K 0.42%
45,723
-12
56
$945K 0.42%
15,000
57
$944K 0.42%
30,535
+500
58
$940K 0.42%
5,698
-20
59
$891K 0.39%
3,396
60
$813K 0.36%
7,602
61
$804K 0.36%
8,024
62
$721K 0.32%
9,296
63
$720K 0.32%
2,600
-50
64
$684K 0.3%
23,621
+50
65
$661K 0.29%
7,375
-575
66
$661K 0.29%
900
67
$613K 0.27%
6,000
-9,219
68
$601K 0.27%
2,797
+145
69
$576K 0.26%
2,849
70
$573K 0.25%
11,675
+1,400
71
$559K 0.25%
1,374
72
$541K 0.24%
20,871
73
$521K 0.23%
+10,832
74
$489K 0.22%
8,560
-57,267
75
$481K 0.21%
+28,368
1 2
3
4 5