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
76
$441K 0.24%
3,153
-64
77
$422K 0.23%
4,845
78
$418K 0.23%
9,067
79
$412K 0.22%
2,548
-265
80
$409K 0.22%
4,818
-1,425
81
$385K 0.21%
954
82
$379K 0.21%
664
-1,500
83
$351K 0.19%
1,037
84
$338K 0.18%
4,330
85
$337K 0.18%
14,982
+6
86
$337K 0.18%
1,514
-3,015
87
$327K 0.18%
762
+16
88
$316K 0.17%
16,148
+2,290
89
$314K 0.17%
5,761
-1,980
90
$308K 0.17%
938
-2,565
91
$299K 0.16%
26,400
-100
92
$290K 0.16%
1,939
93
$277K 0.15%
1,636
94
$266K 0.14%
2,125
-800
95
$256K 0.14%
817
96
$252K 0.14%
4,085
97
$242K 0.13%
5,306
98
$241K 0.13%
1,735
99
$236K 0.13%
4,410
100
$225K 0.12%
+9,050
2 3
4
5 6