MAM
Morse Asset Management Portfolio holdings
AUM
$501M
1-Year Est. Return
41.02%
1 Year Est. Return
+41.02%
AUM
$456M
AUM Growth
+$60.2M
(+15%)
Holding
387
Top Buys
| 1 | +$4.52M | |
| 2 | +$3.58M | |
| 3 | +$2.4M | |
| 4 |
Franklin Resources
BEN
|
+$1.96M |
| 5 |
Advanced Micro Devices
AMD
|
+$1.7M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.66M | |
| 3 | +$3.56M | |
| 4 |
Apple
AAPL
|
+$3.55M |
| 5 |
Exxon Mobil
XOM
|
+$2.45M |
Sector Composition
| 1 | Technology | 30.69% |
| 2 | Consumer Discretionary | 12.51% |
| 3 | Financials | 11.19% |
| 4 | Communication Services | 9.81% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
UnitedHealth
UNH
$292B
| $5.3M | 1.16% |
16,986
-21
|
|
||
27
Vistra
VST
$59.2B
| $4.79M | 1.05% |
24,708
-2,364
|
|
||
28
Cintas
CTAS
$75B
| $4.79M | 1.05% |
21,477
-215
|
|
||
29
Mastercard
MA
$490B
| $4.71M | 1.03% |
8,375
-1,590
|
|
||
|
30
Apple
AAPL
$4.03T
| $4.69M | 1.03% |
22,852
-17,313
|
|
||
31
Vertex Pharmaceuticals
VRTX
$111B
| $4.58M | 1% |
10,287
-174
|
|
||
32
Invesco QQQ Trust
QQQ
$387B
| $4.53M | 0.99% |
8,220
+8,200
|
|
||
33
Tesla
TSLA
$1.34T
| $4.45M | 0.98% |
14,018
+811
|
|
||
34
Boeing
BA
$148B
| $4.17M | 0.91% |
19,923
+2,871
|
|
||
35
SPDR S&P 500 ETF Trust
SPY
$667B
| $4.07M | 0.89% |
6,585
+5,793
|
|
||
36
ServiceNow
NOW
$176B
| $3.59M | 0.79% |
3,488
+19
|
|
||
37
Apollo Global Management Series A
APO.PRA
$1.97B
| $3.56M | 0.78% |
47,475
-845
|
|
||
38
Palantir
PLTR
$415B
| $3.54M | 0.78% |
25,981
+712
|
|
||
39
PIMCO Dynamic Income Fund
PDI
$7.54B
| $3.53M | 0.77% |
186,143
+45,037
|
|
||
40
Vertiv
VRT
$65.4B
| $3.45M | 0.76% |
26,899
-1,388
|
|
||
|
41
Exxon Mobil
XOM
$503B
| $3.24M | 0.71% |
30,082
-22,760
|
|
||
42
Astera Labs
ALAB
$24.4B
| $3.04M | 0.67% |
33,628
+7,689
|
|
||
43
Howmet Aerospace
HWM
$81.8B
| $3.03M | 0.66% |
16,302
+3,717
|
|
||
44
Ferrari
RACE
$74B
| $2.99M | 0.66% |
6,105
-159
|
|
||
45
Johnson & Johnson
JNJ
$472B
| $2.87M | 0.63% |
18,774
-327
|
|
||
46
Ares Management
ARES
$32.3B
| $2.85M | 0.62% |
16,461
-294
|
|
||
47
SPDR Gold Trust
GLD
$131B
| $2.67M | 0.59% |
8,760
+4,425
|
|
||
48
GeneDx Holdings
WGS
$3.7B
| $2.53M | 0.55% |
27,385
+6,974
|
|
||
49
Snowflake
SNOW
$87.1B
| $2.52M | 0.55% |
11,245
+2,509
|
|
||
50
NXP Semiconductors
NXPI
$49.6B
| $2.44M | 0.53% |
11,145
+1,270
|
|