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
251
$14.6K ﹤0.01%
+560
252
$14.1K ﹤0.01%
+87
253
$12.9K ﹤0.01%
+178
254
$12.6K ﹤0.01%
+144
255
$12.6K ﹤0.01%
+100
256
$11.9K ﹤0.01%
+40
257
$11.9K ﹤0.01%
+750
258
$11.5K ﹤0.01%
+250
259
$11.4K ﹤0.01%
+111
260
$11.2K ﹤0.01%
+284
261
$11.1K ﹤0.01%
+143
262
$10.5K ﹤0.01%
+70
263
$10.4K ﹤0.01%
+50
264
$10.2K ﹤0.01%
+62
265
$9.95K ﹤0.01%
+90
266
$9.58K ﹤0.01%
+115
267
$9.56K ﹤0.01%
+500
268
$9.13K ﹤0.01%
+54
269
$8.3K ﹤0.01%
+17
270
$8.24K ﹤0.01%
+80
271
$8.21K ﹤0.01%
+4
272
$8.15K ﹤0.01%
+350
273
$8.14K ﹤0.01%
+50
274
$7.18K ﹤0.01%
+100
275
$6.97K ﹤0.01%
+187
9 10
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