MAM

Morse Asset Management Portfolio holdings

AUM $501M
1-Year Est. Return 41.02%
This Quarter Est. Return
1 Year Est. Return
+41.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$501M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.28M
3
+$2.73M
4
NBIS
Nebius Group N.V.
NBIS
+$1.81M
5
ETN icon
Eaton
ETN
+$1.55M

Top Sells

1
+$3.54M
2
+$3.05M
3
+$2.12M
4
ARM icon
Arm
ARM
+$1.99M
5
APO icon
Apollo Global Management
APO
+$1.88M

Sector Composition

1 Technology 31.59%
2 Consumer Discretionary 12.39%
3 Financials 11%
4 Communication Services 10.64%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTI icon
51
TechnipFMC
FTI
$18.3B
$2.85M 0.57%
72,275
+5,612
LRCX icon
52
Lam Research
LRCX
$199B
$2.73M 0.55%
20,420
-3,450
SNOW icon
53
Snowflake
SNOW
$88B
$2.56M 0.51%
11,371
+126
HWM icon
54
Howmet Aerospace
HWM
$79B
$2.53M 0.51%
12,918
-3,384
CRWD icon
55
CrowdStrike
CRWD
$130B
$2.43M 0.48%
4,950
+579
SHW icon
56
Sherwin-Williams
SHW
$83.7B
$2.33M 0.47%
6,742
-159
NXPI icon
57
NXP Semiconductors
NXPI
$54.2B
$2.33M 0.47%
10,250
-895
CHY
58
Calamos Convertible and High Income Fund
CHY
$910M
$2.32M 0.46%
207,163
+13,193
GEV icon
59
GE Vernova
GEV
$163B
$2.27M 0.45%
3,693
+3
COIN icon
60
Coinbase
COIN
$71B
$2.22M 0.44%
6,586
+4,320
BX icon
61
Blackstone
BX
$113B
$2.2M 0.44%
12,877
+2,826
EAGL
62
Eagle Capital Select Equity ETF
EAGL
$3.4B
$2.13M 0.43%
68,245
+31,745
ADP icon
63
Automatic Data Processing
ADP
$104B
$2.01M 0.4%
6,841
-775
CVX icon
64
Chevron
CVX
$300B
$1.93M 0.39%
12,434
+1,669
EBS icon
65
Emergent Biosolutions
EBS
$570M
$1.92M 0.38%
217,925
+9,881
MRK icon
66
Merck
MRK
$251B
$1.91M 0.38%
22,776
+989
NOW icon
67
ServiceNow
NOW
$171B
$1.84M 0.37%
1,997
-1,491
NBIS
68
Nebius Group N.V.
NBIS
$24.3B
$1.81M 0.36%
+16,150
DIS icon
69
Walt Disney
DIS
$187B
$1.8M 0.36%
15,740
IBIT icon
70
iShares Bitcoin Trust
IBIT
$70.8B
$1.79M 0.36%
27,500
+5,500
ANET icon
71
Arista Networks
ANET
$160B
$1.76M 0.35%
12,064
+64
BLK icon
72
Blackrock
BLK
$161B
$1.69M 0.34%
1,452
+381
TJX icon
73
TJX Companies
TJX
$167B
$1.69M 0.34%
11,660
+904
MMM icon
74
3M
MMM
$91.1B
$1.65M 0.33%
10,638
+337
SOXL icon
75
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$14.9B
$1.63M 0.33%
46,798
-1,172
1 2
3
4 5