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
176
$64.3K 0.03%
+2,575
177
$63.8K 0.03%
+2,000
178
$63.7K 0.03%
+340
179
$63.7K 0.03%
+403
180
$63.6K 0.03%
+3,700
181
$62.9K 0.03%
+761
182
$61.9K 0.03%
1,476
-4,289
183
$61.2K 0.03%
+625
184
$61K 0.03%
+1,072
185
$59.9K 0.03%
+468
186
$59.3K 0.03%
+5,300
187
$58.6K 0.03%
+2,077
188
$57.9K 0.03%
+325
189
$57.8K 0.03%
+701
190
$57.7K 0.03%
+750
191
$57.3K 0.03%
+435
192
$56.6K 0.03%
+300
193
$56.2K 0.03%
+647
194
$55.6K 0.03%
+383
195
$54.7K 0.03%
+1,420
196
$54.6K 0.03%
+2,968
197
$53.3K 0.03%
+910
198
$52.5K 0.03%
+200
199
$51.5K 0.03%
+2,081
200
$49.4K 0.03%
+805
6 7
8
9 10