MAM
Morse Asset Management Portfolio holdings
AUM
$456M
1-Year Est. Return
29.91%
1 Year Est. Return
+29.91%
AUM
$396M
AUM Growth
-$40.8M
(-9.3%)
Holding
381
Top Buys
| 1 | +$2.91M | |
| 2 | +$1.81M | |
| 3 | +$1.71M | |
| 4 |
Arm
ARM
|
+$1.47M |
| 5 |
Norwegian Cruise Line
NCLH
|
+$1.44M |
Top Sells
| 1 | +$3.05M | |
| 2 | +$2.9M | |
| 3 | +$2.34M | |
| 4 |
Advanced Micro Devices
AMD
|
+$2.2M |
| 5 |
Iron Mountain
IRM
|
+$2.19M |
Sector Composition
| 1 | Technology | 26.63% |
| 2 | Consumer Discretionary | 14.26% |
| 3 | Financials | 11.81% |
| 4 | Healthcare | 11.63% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Natera
NTRA
$28.4B
| – | – |
-2,725
|
|
||
377
Nu Holdings
NU
$77.3B
| – | – |
-49,136
|
|
||
378
ODDITY Tech
ODD
$2.27B
| – | – |
-100
|
|
||
379
Quanta Services
PWR
$67.2B
| – | – |
-7
|
|
||
|
SJT
380
San Juan Basin Royalty Trust
SJT
$282M
| – | – |
-17,250
|
|
||
381
TransDigm Group
TDG
$72.7B
| – | – |
-186
|
|