MS

Madden Securities Portfolio holdings

AUM $328M
1-Year Est. Return 16.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.16M
3 +$1.34M
4
INTC icon
Intel
INTC
+$801K
5
BHP icon
BHP
BHP
+$615K

Top Sells

1 +$3.55M
2 +$1.7M
3 +$1.19M
4
JPM icon
JPMorgan Chase
JPM
+$1.09M
5
WHR icon
Whirlpool
WHR
+$896K

Sector Composition

1 Consumer Discretionary 14.14%
2 Energy 13.26%
3 Technology 12.53%
4 Materials 9.33%
5 Real Estate 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,058
102
-2,043