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
$361M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.88M
4
SDGR icon
Schrodinger
SDGR
+$1.83M
5
SE icon
Sea Limited
SE
+$1.81M

Top Sells

1
+$2.72M
2
+$2.3M
3
+$1.73M
4
HD icon
Home Depot
HD
+$1.71M
5
DHI icon
D.R. Horton
DHI
+$1.54M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 20.29%
3 Healthcare 13.08%
4 Financials 10.82%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.52%
21,236
+2,328
52
$1.7M 0.47%
5,110
+2,000
53
$1.69M 0.47%
+49,675
54
$1.64M 0.46%
35,250
+29,925
55
$1.61M 0.45%
6,111
+65
56
$1.56M 0.43%
130,350
+2,900
57
$1.53M 0.42%
34,980
+20,400
58
$1.5M 0.42%
8,500
59
$1.48M 0.41%
5,675
-25
60
$1.48M 0.41%
6,650
-2,020
61
$1.46M 0.4%
6,822
+330
62
$1.42M 0.39%
7,800
+775
63
$1.41M 0.39%
14,020
+7,470
64
$1.4M 0.39%
33,100
+18,700
65
$1.39M 0.39%
+36,977
66
$1.38M 0.38%
28,253
-30,375
67
$1.35M 0.38%
28,450
+16,500
68
$1.33M 0.37%
+24,745
69
$1.32M 0.37%
+3,910
70
$1.3M 0.36%
29,400
+1,170
71
$1.25M 0.35%
11,400
-11,720
72
$1.13M 0.31%
8,150
-500
73
$1.12M 0.31%
25,660
-21,950
74
$996K 0.28%
3,660
-4,540
75
$958K 0.27%
4,525
+1,325
1 2
3
4 5