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
$437M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.18M
3
+$2.79M
4
VST icon
Vistra
VST
+$2.02M
5
EBS icon
Emergent Biosolutions
EBS
+$1.52M

Top Sells

1
+$8.37M
2
+$4.7M
3
+$2.44M
4
PFE icon
Pfizer
PFE
+$2.43M
5
PLTR icon
Palantir
PLTR
+$2.15M

Sector Composition

1 Technology 29.74%
2 Consumer Discretionary 13.7%
3 Financials 10.76%
4 Healthcare 10.59%
5 Communication Services 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.8K 0.01%
276
+275
227
$22.9K 0.01%
65
-5
228
$19.3K ﹤0.01%
100
-2,500
229
$17.6K ﹤0.01%
75
-45
230
$17.5K ﹤0.01%
800
-300
231
$17K ﹤0.01%
195
-1,000
232
$17K ﹤0.01%
10
+6
233
$17K ﹤0.01%
+300
234
$16.8K ﹤0.01%
+37
235
$16K ﹤0.01%
100
236
$15.4K ﹤0.01%
552
-8
237
$14.9K ﹤0.01%
150
-7,500
238
$13.4K ﹤0.01%
89
+74
239
$12.7K ﹤0.01%
+38
240
$12.3K ﹤0.01%
144
241
$11.7K ﹤0.01%
284
242
$11.6K ﹤0.01%
100
-2,550
243
$11.4K ﹤0.01%
100
+20
244
$10.5K ﹤0.01%
62
245
$10.3K ﹤0.01%
58
-29
246
$10.2K ﹤0.01%
86
-43
247
$10.2K ﹤0.01%
116
+1
248
$9.89K ﹤0.01%
375
+25
249
$9.87K ﹤0.01%
125
-18
250
$9.01K ﹤0.01%
197
+10
8 9
10
11 12