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
201
$49.2K 0.03%
+1,406
202
$48.3K 0.03%
+617
203
$46.9K 0.02%
+613
204
$46.8K 0.02%
+1,050
205
$46.3K 0.02%
+1,000
206
$46K 0.02%
+680
207
$45.9K 0.02%
+410
208
$43.5K 0.02%
+533
209
$43K 0.02%
580
-15,260
210
$42.6K 0.02%
+500
211
$42.4K 0.02%
+125
212
$40.9K 0.02%
+2,217
213
$40.5K 0.02%
+580
214
$40.4K 0.02%
+3,553
215
$40.4K 0.02%
+407
216
$39.1K 0.02%
+596
217
$38.8K 0.02%
+280
218
$38.6K 0.02%
+180
219
$38.6K 0.02%
+1,525
220
$38.2K 0.02%
270
-2,430
221
$38K 0.02%
+336
222
$37.6K 0.02%
+1,469
223
$36.5K 0.02%
+3,200
224
$36.2K 0.02%
+300
225
$36.2K 0.02%
+2,000
7 8
9
10 11