MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+9.24%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$135M
AUM Growth
+$22.3M
(+20%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
11.9%
Top 10 Holdings %
Top 10 Hldgs %
35.61%
Holding
123
New
25
Increased
49
Reduced
28
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$1.96M |
| 2 |
DraftKings
DKNG
|
$1.74M |
| 3 |
FirstEnergy
FE
|
$1.66M |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
$1.29M |
| 5 |
Microsoft
MSFT
|
$1.18M |
Top Sells
| 1 |
ProShares UltraPro QQQ
TQQQ
|
$2.39M |
| 2 |
NVIDIA
NVDA
|
$1.55M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.46M |
| 4 |
Intuitive Surgical
ISRG
|
$1.38M |
| 5 |
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% |
