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
$379M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.24M
3
+$1.91M
4
VZ icon
Verizon
VZ
+$1.9M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.88M

Top Sells

1
+$4.08M
2
+$3.56M
3
+$3.46M
4
MU icon
Micron Technology
MU
+$2.86M
5
ABBV icon
AbbVie
ABBV
+$1.87M

Sector Composition

1 Consumer Discretionary 20.42%
2 Technology 19.06%
3 Industrials 15.72%
4 Healthcare 14.79%
5 Communication Services 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.59%
+27,455
52
$2.21M 0.58%
32,110
+13,310
53
$2.21M 0.58%
24,100
+15,450
54
$2.15M 0.57%
25,400
+600
55
$1.99M 0.52%
29,319
56
$1.93M 0.51%
20,490
+3,320
57
$1.92M 0.51%
38,230
+27,180
58
$1.92M 0.51%
13,200
+100
59
$1.91M 0.5%
26,745
+2,660
60
$1.83M 0.48%
5,894
+610
61
$1.78M 0.47%
14,570
-2,850
62
$1.78M 0.47%
11,800
63
$1.72M 0.45%
9,890
+2,200
64
$1.69M 0.45%
34,248
+220
65
$1.61M 0.43%
+5,450
66
$1.61M 0.42%
229,160
+70,400
67
$1.59M 0.42%
15,551
+500
68
$1.59M 0.42%
24,100
69
$1.58M 0.42%
9,886
+391
70
$1.57M 0.41%
13,200
-505
71
$1.47M 0.39%
9,007
+4,882
72
$1.36M 0.36%
12,422
+5,100
73
$1.34M 0.35%
19,300
+2,085
74
$1.26M 0.33%
7,846
+45
75
$1.25M 0.33%
23,230
+3,625
1 2
3
4 5