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
$281M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.23M
3
+$2.21M
4
VEEV icon
Veeva Systems
VEEV
+$1.47M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M

Top Sells

1
+$2.75M
2
+$1.71M
3
+$1.56M
4
STNE icon
StoneCo
STNE
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.11M

Sector Composition

1 Technology 26.93%
2 Consumer Discretionary 21.13%
3 Healthcare 14.91%
4 Financials 10.26%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.52%
10,585
+2,055
52
$1.47M 0.52%
+6,255
53
$1.28M 0.46%
3,155
+225
54
$1.27M 0.45%
8,500
-1,800
55
$1.2M 0.43%
20,020
-4,780
56
$1.17M 0.42%
8,100
-1,500
57
$1.16M 0.41%
+10,840
58
$1.14M 0.41%
6,705
-4,477
59
$1.09M 0.39%
24,337
+2
60
$1.06M 0.38%
5,001
-400
61
$1.05M 0.37%
+3,795
62
$1.05M 0.37%
8,750
-617
63
$1.04M 0.37%
15,668
+60
64
$1.01M 0.36%
+14,055
65
$1.01M 0.36%
4,700
+2,130
66
$998K 0.36%
30,850
+19,150
67
$977K 0.35%
9,115
-5,985
68
$968K 0.34%
24,315
+3,645
69
$963K 0.34%
3,725
+100
70
$954K 0.34%
16,810
+3,050
71
$950K 0.34%
33,175
-2,550
72
$939K 0.33%
39,425
-9,450
73
$937K 0.33%
6,990
+830
74
$881K 0.31%
+10,425
75
$861K 0.31%
+5,775
1 2
3
4 5