MAM

Morse Asset Management Portfolio holdings

AUM $456M
1-Year Est. Return 29.91%
This Quarter Est. Return
1 Year Est. Return
+29.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.24M
3
+$1.91M
4
VZ icon
Verizon
VZ
+$1.9M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.88M

Top Sells

1
+$4.08M
2
+$3.56M
3
+$3.46M
4
MU icon
Micron Technology
MU
+$2.86M
5
ABBV icon
AbbVie
ABBV
+$1.87M

Sector Composition

1 Consumer Discretionary 20.42%
2 Technology 19.06%
3 Industrials 15.72%
4 Healthcare 14.79%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 1.06%
+54,980
27
$3.84M 1.01%
21,791
28
$3.82M 1.01%
49,485
+4,950
29
$3.71M 0.98%
9,182
+3,127
30
$3.62M 0.95%
45,275
+775
31
$3.47M 0.91%
36,770
+1,000
32
$3.45M 0.91%
38,540
+100
33
$3.39M 0.89%
31,870
+15,870
34
$3.37M 0.89%
56,830
-12,230
35
$3.3M 0.87%
19,620
-225
36
$3.19M 0.84%
20,940
+730
37
$3.17M 0.84%
34,320
-4,700
38
$3.07M 0.81%
12,574
+7,830
39
$3.05M 0.8%
15,815
+9,764
40
$3.02M 0.8%
30,030
41
$2.91M 0.77%
77,418
+10,170
42
$2.85M 0.75%
30,165
-19,795
43
$2.74M 0.72%
15,998
+160
44
$2.72M 0.72%
12,790
45
$2.71M 0.71%
78,280
+45,655
46
$2.63M 0.69%
49,330
+35,530
47
$2.61M 0.69%
35,550
48
$2.38M 0.63%
27,994
-200
49
$2.33M 0.62%
28,055
-145
50
$2.29M 0.6%
47,513
+3,138
1
2
3 4 5