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
$361M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.88M
4
SDGR icon
Schrodinger
SDGR
+$1.83M
5
SE icon
Sea Limited
SE
+$1.81M

Top Sells

1
+$2.72M
2
+$2.3M
3
+$1.73M
4
HD icon
Home Depot
HD
+$1.71M
5
DHI icon
D.R. Horton
DHI
+$1.54M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 20.29%
3 Healthcare 13.08%
4 Financials 10.82%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.04%
287,120
+82,720
27
$3.61M 1%
14,739
+4,650
28
$3.57M 0.99%
3,014
+102
29
$3.51M 0.97%
31,980
+3,950
30
$3.48M 0.96%
9,795
-3,408
31
$3.35M 0.93%
12,605
+1,000
32
$3.29M 0.91%
28,538
+1,298
33
$3.2M 0.89%
25,560
+1,205
34
$2.94M 0.82%
7,805
-35
35
$2.85M 0.79%
13,383
+2,708
36
$2.84M 0.79%
+51,114
37
$2.76M 0.76%
11,715
+9,465
38
$2.62M 0.73%
24,050
+4,500
39
$2.49M 0.69%
4,528
+553
40
$2.43M 0.67%
51,500
+200
41
$2.41M 0.67%
30,916
-1,048
42
$2.3M 0.64%
6,614
-88
43
$2.21M 0.61%
27,949
+23,059
44
$2.21M 0.61%
10,150
+7,150
45
$2.09M 0.58%
27,065
-11,755
46
$2.06M 0.57%
8,905
+705
47
$2.05M 0.57%
9,020
+1,875
48
$2.03M 0.56%
3,762
+1,717
49
$1.89M 0.53%
30,535
-85
50
$1.88M 0.52%
+27,402
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