MAM

Morse Asset Management Portfolio holdings

AUM $501M
1-Year Est. Return 41.02%
This Quarter Est. Return
1 Year Est. Return
+41.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$3.58M
3 +$2.4M
4
BEN icon
Franklin Resources
BEN
+$1.96M
5
AMD icon
Advanced Micro Devices
AMD
+$1.7M

Top Sells

1 +$3.75M
2 +$3.66M
3 +$3.56M
4
AAPL icon
Apple
AAPL
+$3.55M
5
XOM icon
Exxon Mobil
XOM
+$2.45M

Sector Composition

1 Technology 30.69%
2 Consumer Discretionary 12.51%
3 Financials 11.19%
4 Communication Services 9.81%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHM icon
251
Pultegroup
PHM
$25.4B
$12.7K ﹤0.01%
120
-450
PFE icon
252
Pfizer
PFE
$146B
$12.3K ﹤0.01%
508
+290
TMHC icon
253
Taylor Morrison
TMHC
$6.18B
$12.3K ﹤0.01%
200
CMG icon
254
Chipotle Mexican Grill
CMG
$52.8B
$12.1K ﹤0.01%
215
PH icon
255
Parker-Hannifin
PH
$119B
$11.9K ﹤0.01%
17
+9
D icon
256
Dominion Energy
D
$52.2B
$11.3K ﹤0.01%
200
-99
SPYG icon
257
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$11.1K ﹤0.01%
116
PSX icon
258
Phillips 66
PSX
$55.7B
$11K ﹤0.01%
92
XLE icon
259
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$10.8K ﹤0.01%
254
-34
SOUN icon
260
SoundHound AI
SOUN
$4.66B
$10.7K ﹤0.01%
1,000
SPXL icon
261
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.02B
$10.4K ﹤0.01%
60
DLR icon
262
Digital Realty Trust
DLR
$56.2B
$10.1K ﹤0.01%
58
CAH icon
263
Cardinal Health
CAH
$50.5B
$10.1K ﹤0.01%
60
WMB icon
264
Williams Companies
WMB
$75.2B
$9.67K ﹤0.01%
154
VMC icon
265
Vulcan Materials
VMC
$40.4B
$9.39K ﹤0.01%
36
ASPN icon
266
Aspen Aerogels
ASPN
$287M
$9.32K ﹤0.01%
1,575
+5
WM icon
267
Waste Management
WM
$89.1B
$9.15K ﹤0.01%
40
-7
GSK icon
268
GSK
GSK
$97.3B
$8.91K ﹤0.01%
+232
QCOM icon
269
Qualcomm
QCOM
$171B
$8.69K ﹤0.01%
55
+1
VEEV icon
270
Veeva Systems
VEEV
$36.5B
$8.64K ﹤0.01%
30
TOST icon
271
Toast
TOST
$19.7B
$8.64K ﹤0.01%
195
-6,200
TM icon
272
Toyota
TM
$302B
$8.44K ﹤0.01%
+49
SCHW icon
273
Charles Schwab
SCHW
$184B
$8.3K ﹤0.01%
+91
AXON icon
274
Axon Enterprise
AXON
$50.5B
$8.28K ﹤0.01%
10
+3
AMT icon
275
American Tower
AMT
$85.9B
$8.18K ﹤0.01%
37