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
OKE icon
276
Oneok
OKE
$44.4B
$8.16K ﹤0.01%
100
-4,501
EW icon
277
Edwards Lifesciences
EW
$50.1B
$7.82K ﹤0.01%
+100
SHEL icon
278
Shell
SHEL
$217B
$7.75K ﹤0.01%
+110
AEP icon
279
American Electric Power
AEP
$64.8B
$7.68K ﹤0.01%
74
BP icon
280
BP
BP
$93.4B
$7.57K ﹤0.01%
+253
CTVA icon
281
Corteva
CTVA
$44.6B
$7.45K ﹤0.01%
100
NVR icon
282
NVR
NVR
$19.9B
$7.39K ﹤0.01%
1
BCS icon
283
Barclays
BCS
$75.5B
$7.1K ﹤0.01%
+382
COF icon
284
Capital One
COF
$134B
$7.02K ﹤0.01%
33
GGLL icon
285
Direxion Daily GOOGL Bull 2X Shares
GGLL
$598M
$6.85K ﹤0.01%
197
RDVY icon
286
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$6.84K ﹤0.01%
109
ROAD icon
287
Construction Partners
ROAD
$5.99B
$6.38K ﹤0.01%
60
+10
VFH icon
288
Vanguard Financials ETF
VFH
$12.6B
$6.24K ﹤0.01%
49
COR icon
289
Cencora
COR
$70.2B
$6K ﹤0.01%
+20
NVS icon
290
Novartis
NVS
$252B
$5.93K ﹤0.01%
+49
RIO icon
291
Rio Tinto
RIO
$115B
$5.83K ﹤0.01%
+100
NWG icon
292
NatWest
NWG
$63.5B
$5.72K ﹤0.01%
+404
CIBR icon
293
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$5.67K ﹤0.01%
75
TER icon
294
Teradyne
TER
$26.6B
$5.58K ﹤0.01%
62
MET icon
295
MetLife
MET
$51.8B
$5.47K ﹤0.01%
68
TQQQ icon
296
ProShares UltraPro QQQ
TQQQ
$28.3B
$5.31K ﹤0.01%
64
+2
XLI icon
297
Industrial Select Sector SPDR Fund
XLI
$23.5B
$5.16K ﹤0.01%
35
NOC icon
298
Northrop Grumman
NOC
$79.6B
$5K ﹤0.01%
10
AVB icon
299
AvalonBay Communities
AVB
$25.2B
$4.88K ﹤0.01%
24
LVS icon
300
Las Vegas Sands
LVS
$44.2B
$4.79K ﹤0.01%
110