MAM

Morse Asset Management Portfolio holdings

AUM $456M
1-Year Est. Return 29.91%
This Quarter Est. Return
1 Year Est. Return
+29.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.93M
3
+$2.65M
4
ORCL icon
Oracle
ORCL
+$2.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.93M

Top Sells

1
+$3.62M
2
+$2.4M
3
+$1.84M
4
MRK icon
Merck
MRK
+$1.7M
5
TROW icon
T. Rowe Price
TROW
+$1.27M

Sector Composition

1 Technology 29.73%
2 Healthcare 13.3%
3 Consumer Discretionary 12.08%
4 Financials 9.37%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.5K 0.01%
+1,045
227
$45.4K 0.01%
10,614
-5,386
228
$42.4K 0.01%
+184
229
$42.4K 0.01%
+387
230
$41.9K 0.01%
+300
231
$40K 0.01%
+200
232
$40K 0.01%
+391
233
$37.4K 0.01%
2,205
-26,087
234
$37.3K 0.01%
+445
235
$36.1K 0.01%
+180
236
$33.1K 0.01%
+100
237
$32.8K 0.01%
+155
238
$29.8K 0.01%
+120
239
$29.1K 0.01%
+2,057
240
$25.1K 0.01%
+336
241
$24.7K 0.01%
+70
242
$24.6K 0.01%
+275
243
$23.1K 0.01%
+40
244
$23K 0.01%
+1,100
245
$22.2K ﹤0.01%
+600
246
$21.5K ﹤0.01%
+100
247
$17.8K ﹤0.01%
+840
248
$16.2K ﹤0.01%
+90
249
$15.6K ﹤0.01%
+129
250
$15.2K ﹤0.01%
+100
8 9
10
11 12