MS

Madden Securities Portfolio holdings

AUM $298M
1-Year Est. Return 26.46%
This Quarter Est. Return
1 Year Est. Return
+26.46%
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 +$2.67M
2 +$1.99M
3 +$1.3M
4
INTC icon
Intel
INTC
+$605K
5
BHP icon
BHP
BHP
+$581K

Top Sells

1 +$3.13M
2 +$1.7M
3 +$1.03M
4
JPM icon
JPMorgan Chase
JPM
+$991K
5
WHR icon
Whirlpool
WHR
+$758K

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