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
$412M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.73M
3
+$2.54M
4
PLTR icon
Palantir
PLTR
+$1.99M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.62M

Top Sells

1
+$5.75M
2
+$4.16M
3
+$2.36M
4
TXT icon
Textron
TXT
+$2.1M
5
ADBE icon
Adobe
ADBE
+$1.92M

Sector Composition

1 Technology 31.61%
2 Healthcare 14.17%
3 Consumer Discretionary 12.13%
4 Communication Services 9.22%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 1.17%
29,639
-11,597
27
$4.79M 1.16%
23,913
-1,090
28
$4.74M 1.15%
10,115
-80
29
$4.54M 1.1%
6,727
+444
30
$4.37M 1.06%
36,984
-265
31
$4.12M 1%
9,349
-323
32
$4.06M 0.98%
25,947
-1,149
33
$3.94M 0.96%
27,636
-1,059
34
$3.93M 0.95%
28,694
-1,053
35
$3.72M 0.9%
21,240
-1,008
36
$3.56M 0.86%
6,406
-3,464
37
$3.46M 0.84%
15,739
-90
38
$3.07M 0.74%
11,410
39
$3.02M 0.73%
7,422
+6,700
40
$3.02M 0.73%
45,950
-50
41
$2.93M 0.71%
20,033
-8,129
42
$2.69M 0.65%
15,522
-1,898
43
$2.56M 0.62%
24,040
-250
44
$2.54M 0.62%
+11,250
45
$2.52M 0.61%
28,115
-1,000
46
$2.41M 0.58%
1,886
-115
47
$2.27M 0.55%
14,296
-4,730
48
$2.25M 0.54%
15,928
-8,627
49
$2.11M 0.51%
5,156
-321
50
$2.11M 0.51%
7,057
-55
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2
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