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
$420M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.31M
3
+$1.89M
4
INMD icon
InMode
INMD
+$1.89M
5
MRVL icon
Marvell Technology
MRVL
+$1.72M

Top Sells

1
+$7.1M
2
+$3.4M
3
+$2.45M
4
XPO icon
XPO
XPO
+$2.36M
5
GM icon
General Motors
GM
+$1.8M

Sector Composition

1 Technology 29.19%
2 Consumer Discretionary 16.94%
3 Healthcare 14.19%
4 Financials 11.16%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 0.98%
42,223
+5,300
27
$3.97M 0.94%
13,230
+105
28
$3.7M 0.88%
+47,182
29
$3.49M 0.83%
73,736
-49,987
30
$3.43M 0.82%
16,149
+2,991
31
$3.36M 0.8%
24,750
+3,770
32
$3.21M 0.76%
55,804
-2,980
33
$3.2M 0.76%
51,908
+9,720
34
$3.14M 0.75%
64,680
+8,550
35
$3.01M 0.72%
10,246
+706
36
$2.95M 0.7%
35,170
+1,450
37
$2.95M 0.7%
13,396
+3,225
38
$2.94M 0.7%
36,896
+23,664
39
$2.87M 0.68%
50,490
-8,730
40
$2.85M 0.68%
40,115
-99,975
41
$2.83M 0.67%
12,881
-2,954
42
$2.76M 0.66%
10,665
+1,926
43
$2.72M 0.65%
28,608
+1,852
44
$2.58M 0.62%
6,387
+354
45
$2.57M 0.61%
6,667
+87
46
$2.52M 0.6%
21,983
+870
47
$2.51M 0.6%
21,070
+12,605
48
$2.45M 0.58%
25,910
+8,790
49
$2.45M 0.58%
9,960
+3,581
50
$2.31M 0.55%
+19,044
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