MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+7.54%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$250M
AUM Growth
+$18M
(+7.8%)
Cap. Flow
+$7.68M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
43.91%
Holding
120
New
14
Increased
29
Reduced
47
Closed
10
Top Buys
| 1 |
ARK 21Shares Bitcoin ETF
ARKB
|
$4.09M |
| 2 |
GSK
GSK
|
$2.96M |
| 3 |
Vail Resorts
MTN
|
$2.66M |
| 4 |
LyondellBasell Industries
LYB
|
$2.52M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$2.31M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$3.57M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
$1.81M |
| 3 |
Antero Resources
AR
|
$1.5M |
| 4 |
Sphere Entertainment
SPHR
|
$1.24M |
| 5 |
Tesla
TSLA
|
$836K |
Sector Composition
| 1 | Technology | 20.36% |
| 2 | Energy | 11.88% |
| 3 | Consumer Discretionary | 8.59% |
| 4 | Healthcare | 6.23% |
| 5 | Financials | 4.77% |
