MS

Madden Securities Portfolio holdings

AUM $327M
1-Year Est. Return 25.78%
This Quarter Est. Return
1 Year Est. Return
+25.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.14M
3
+$2.86M
4
EIX icon
Edison International
EIX
+$2.77M
5
AMZN icon
Amazon
AMZN
+$2M

Top Sells

1
+$2.18M
2
+$1.35M
3
+$1.28M
4
CRL icon
Charles River Laboratories
CRL
+$1.27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M

Sector Composition

1 Technology 16.06%
2 Consumer Discretionary 16.04%
3 Energy 9.24%
4 Healthcare 8.77%
5 Real Estate 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-9,000
127
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128
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129
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130
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131
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132
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133
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-17,410
134
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135
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136
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137
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138
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139
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140
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-43,031
141
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-7,500
142
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143
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144
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145
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-3,950
2 3 4 5
6