MAM

Morse Asset Management Portfolio holdings

AUM $500M
1-Year Est. Return 39.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.9%
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 +$8.58M
2 +$2.88M
3 +$2.67M
4
ORCL icon
Oracle
ORCL
+$2.2M
5
GLD icon
SPDR Gold Trust
GLD
+$1.82M

Top Sells

1 +$3.68M
2 +$2.69M
3 +$1.91M
4
MRK icon
Merck
MRK
+$1.77M
5
TROW icon
T. Rowe Price
TROW
+$1.28M

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
351
-17,455
352
-12,700