MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+3.8%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$226M
AUM Growth
+$9.22M
(+4.3%)
Cap. Flow
+$5.73M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
44.44%
Holding
109
New
13
Increased
33
Reduced
31
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$3.17M |
| 2 |
IBM
IBM
|
$2.49M |
| 3 |
Akamai
AKAM
|
$2.11M |
| 4 |
Snowflake
SNOW
|
$1.22M |
| 5 |
Qualcomm
QCOM
|
$1.02M |
Top Sells
| 1 |
On Holding
ONON
|
$3.73M |
| 2 |
Celsius Holdings
CELH
|
$3.27M |
| 3 |
CVS Health
CVS
|
$1.39M |
| 4 |
Super Micro Computer
SMCI
|
$1.12M |
| 5 |
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% |
