MS
Madden Securities Portfolio holdings
AUM
$298M
1-Year Return
26.46%
This Quarter Return
+10.39%
1 Year Return
+26.46%
3 Year Return
+93.82%
5 Year Return
+142.16%
10 Year Return
–
AUM
$213M
AUM Growth
+$28.6M
(+15%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
7.32%
Top 10 Holdings %
Top 10 Hldgs %
34.48%
Holding
120
New
11
Increased
43
Reduced
48
Closed
9
Top Buys
| 1 |
Pinnacle West Capital
PNW
|
$3.45M |
| 2 |
Intel
INTC
|
$2.28M |
| 3 |
PayPal
PYPL
|
$2.14M |
| 4 |
Skyworks Solutions
SWKS
|
$2.04M |
| 5 |
ProShares UltraPro QQQ
TQQQ
|
$1.84M |
Top Sells
| 1 |
ARVL
Arrival Ordinary Shares
ARVL
|
$3.06M |
| 2 |
Trade Desk
TTD
|
$1.96M |
| 3 |
DraftKings
DKNG
|
$1.48M |
| 4 |
Moderna
MRNA
|
$1.01M |
| 5 |
Kellanova
K
|
$723K |
Sector Composition
| 1 | Technology | 18.65% |
| 2 | Consumer Discretionary | 12.54% |
| 3 | Energy | 8.72% |
| 4 | Real Estate | 7.2% |
| 5 | Healthcare | 7.08% |
