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
$135M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.74M
3
+$1.66M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$1.28M
5
MSFT icon
Microsoft
MSFT
+$1.18M

Top Sells

1
+$2.39M
2
+$1.55M
3
+$1.46M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.38M
5
BABA icon
Alibaba
BABA
+$1.14M

Sector Composition

1 Technology 16.34%
2 Consumer Discretionary 13.14%
3 Healthcare 13.1%
4 Communication Services 7.7%
5 Energy 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$495K 0.37%
9,885
+1,150
77
$493K 0.37%
3,681
+2,054
78
$492K 0.37%
+4,650
79
$478K 0.36%
+2,390
80
$467K 0.35%
4,469
81
$463K 0.34%
7,249
-153
82
$461K 0.34%
3,096
+266
83
$431K 0.32%
+17,907
84
$416K 0.31%
+1,885
85
$353K 0.26%
5,544
86
$344K 0.26%
5,898
+529
87
$339K 0.25%
+8,860
88
$335K 0.25%
10,310
89
$333K 0.25%
+1,825
90
$329K 0.24%
8,521
-373
91
$329K 0.24%
+5,700
92
$327K 0.24%
20,740
-11,200
93
$310K 0.23%
2,406
94
$306K 0.23%
+2,940
95
$294K 0.22%
1,950
96
$284K 0.21%
1,022
-210
97
$273K 0.2%
546
-78
98
$272K 0.2%
2,342
+62
99
$265K 0.2%
6,719
+1,715
100
$261K 0.19%
+2,600
1 2 3
4
5