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
$281M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.23M
3
+$2.21M
4
VEEV icon
Veeva Systems
VEEV
+$1.47M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M

Top Sells

1
+$2.75M
2
+$1.71M
3
+$1.56M
4
STNE icon
StoneCo
STNE
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.11M

Sector Composition

1 Technology 26.93%
2 Consumer Discretionary 21.13%
3 Healthcare 14.91%
4 Financials 10.26%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.09%
2,718
-230
27
$2.83M 1.01%
21,257
+280
28
$2.81M 1%
56,378
+8,703
29
$2.81M 1%
14,769
+375
30
$2.6M 0.93%
26,550
-600
31
$2.53M 0.9%
+43,045
32
$2.5M 0.89%
42,685
-1,850
33
$2.49M 0.89%
8,567
+4,837
34
$2.47M 0.88%
26,940
+2,450
35
$2.36M 0.84%
31,964
+3,144
36
$2.35M 0.84%
7,765
+640
37
$2.23M 0.79%
+24,355
38
$2.21M 0.79%
+75,000
39
$2.15M 0.77%
12,500
+150
40
$2.09M 0.74%
6,692
+905
41
$1.97M 0.7%
10,450
+310
42
$1.74M 0.62%
183,000
+133,200
43
$1.71M 0.61%
63,998
-22,842
44
$1.67M 0.59%
28,320
-13,695
45
$1.66M 0.59%
18,109
-96
46
$1.65M 0.59%
28,030
47
$1.63M 0.58%
29,496
-49,850
48
$1.59M 0.57%
8,259
+5,010
49
$1.55M 0.55%
25,169
+7,905
50
$1.48M 0.53%
15,506
-10,685
1
2
3 4 5