MAM
Morse Asset Management Portfolio holdings
AUM
$501M
1-Year Est. Return
41.02%
1 Year Est. Return
+41.02%
AUM
$501M
AUM Growth
+$44.7M
(+9.8%)
Holding
415
Top Buys
| 1 | +$3.46M | |
| 2 | +$3.28M | |
| 3 | +$2.73M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$1.81M |
| 5 |
Eaton
ETN
|
+$1.55M |
Top Sells
| 1 | +$3.54M | |
| 2 | +$3.05M | |
| 3 | +$2.12M | |
| 4 |
Arm
ARM
|
+$1.99M |
| 5 |
Apollo Global Management
APO
|
+$1.88M |
Sector Composition
| 1 | Technology | 31.59% |
| 2 | Consumer Discretionary | 12.39% |
| 3 | Financials | 11% |
| 4 | Communication Services | 10.64% |
| 5 | Industrials | 8.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Kyndryl
KD
$5.86B
| – | – |
-475
|
|
||
402
Kirby Corp
KEX
$6.15B
| – | – |
-1,700
|
|
||
403
Moody's
MCO
$87B
| – | – |
-182
|
|
||
404
MongoDB
MDB
$32.7B
| – | – |
-892
|
|
||
405
Mitsubishi UFJ Financial
MUFG
$187B
| – | – |
-323
|
|
||
406
Cloudflare
NET
$70.5B
| – | – |
-3,300
|
|
||
407
Progressive
PGR
$134B
| – | – |
-8
|
|
||
|
PNF
408
DELISTED
PIMCO New York Municipal Income Fund
PNF
| – | – |
-18,000
|
|
||
|
PNI
409
PIMCO New York Municipal Income Fund II
PNI
$77.1M
| – | – |
-65,160
|
|
||
410
Rio Tinto
RIO
$118B
| – | – |
-100
|
|
||
411
SAP
SAP
$282B
| – | – |
-4,112
|
|
||
412
Schwab International Equity ETF
SCHF
$53.4B
| – | – |
-57
|
|
||
413
Truist Financial
TFC
$59.5B
| – | – |
-14,150
|
|
||
414
Toast
TOST
$19.9B
| – | – |
-195
|
|
||
|
ARDT
415
Ardent Health
ARDT
$1.27B
| – | – |
-2,810
|
|