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
$190M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7.15M
3
+$4.17M
4
LLY icon
Eli Lilly
LLY
+$3.7M
5
USO icon
United States Oil Fund
USO
+$2.54M

Top Sells

1
+$5.34M
2
+$4.41M
3
+$3.92M
4
NVDA icon
NVIDIA
NVDA
+$3.6M
5
INTC icon
Intel
INTC
+$3.46M

Sector Composition

1 Energy 15.55%
2 Technology 9.97%
3 Consumer Discretionary 9.36%
4 Healthcare 8.4%
5 Real Estate 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$84.1K 0.04%
+300
152
$82.9K 0.04%
+500
153
$82.8K 0.04%
+2,462
154
$81.5K 0.04%
+2,400
155
$80.2K 0.04%
+242
156
$79.5K 0.04%
+1,134
157
$77.5K 0.04%
+2,500
158
$76.9K 0.04%
+150
159
$76.2K 0.04%
+2,180
160
$73.8K 0.04%
+1,015
161
$73.6K 0.04%
+2,560
162
$73.1K 0.04%
+2,080
163
$72.9K 0.04%
+1,110
164
$72.5K 0.04%
+729
165
$70.9K 0.04%
+100
166
$69.7K 0.04%
+250
167
$69.1K 0.04%
+526
168
$68.1K 0.04%
+1,556
169
$67.9K 0.04%
+308
170
$66.2K 0.03%
+2,017
171
$66K 0.03%
+829
172
$65.4K 0.03%
+1,585
173
$64.9K 0.03%
+550
174
$64.6K 0.03%
+303
175
$64.6K 0.03%
+245
5 6
7
8 9