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
$296M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.62M
3
+$1.6M
4
AMD icon
Advanced Micro Devices
AMD
+$993K
5
FCX icon
Freeport-McMoran
FCX
+$801K

Top Sells

1
+$2.22M
2
+$2.09M
3
+$1.79M
4
LHX icon
L3Harris
LHX
+$1.7M
5
ACLS icon
Axcelis
ACLS
+$1.54M

Sector Composition

1 Technology 27.43%
2 Healthcare 17.42%
3 Consumer Discretionary 11.27%
4 Industrials 8.52%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.28%
15,365
+519
27
$3.43M 1.16%
41,630
-2,130
28
$3.38M 1.14%
9,857
+314
29
$3.35M 1.13%
6,737
+399
30
$3.26M 1.1%
102,130
+22,820
31
$3.26M 1.1%
28,254
+1,755
32
$3.09M 1.04%
3,763
+75
33
$2.99M 1.01%
47,338
+2,550
34
$2.92M 0.99%
27,965
+2,577
35
$2.84M 0.96%
56,212
+7,170
36
$2.75M 0.93%
42,890
+40
37
$2.69M 0.91%
25,330
-2,162
38
$2.67M 0.9%
11,450
+448
39
$2.61M 0.88%
26,625
+6,337
40
$2.58M 0.87%
33,923
-15,470
41
$2.57M 0.87%
29,293
+995
42
$2.51M 0.85%
+20,443
43
$2.3M 0.78%
11,085
-948
44
$2.26M 0.76%
11,059
-505
45
$2.19M 0.74%
4,626
+150
46
$2.11M 0.71%
27,848
+36
47
$2.06M 0.69%
20,520
48
$2.01M 0.68%
49,135
+19,575
49
$1.9M 0.64%
4,596
+20
50
$1.87M 0.63%
16,176
+24
1
2
3 4 5