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
$420M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.31M
3
+$1.89M
4
INMD icon
InMode
INMD
+$1.89M
5
MRVL icon
Marvell Technology
MRVL
+$1.72M

Top Sells

1
+$7.1M
2
+$3.4M
3
+$2.45M
4
XPO icon
XPO
XPO
+$2.36M
5
GM icon
General Motors
GM
+$1.8M

Sector Composition

1 Technology 29.19%
2 Consumer Discretionary 16.94%
3 Healthcare 14.19%
4 Financials 11.16%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.55%
3,770
+445
52
$2.22M 0.53%
15,283
-69
53
$2.21M 0.53%
19,799
-4,840
54
$2.05M 0.49%
7,110
-2,130
55
$2.04M 0.49%
17,582
+3,957
56
$1.97M 0.47%
32,735
+28,485
57
$1.96M 0.47%
33,605
58
$1.92M 0.46%
6,000
+150
59
$1.92M 0.46%
25,500
60
$1.87M 0.45%
3,094
+1,724
61
$1.87M 0.44%
6,670
+231
62
$1.82M 0.43%
17,944
+106
63
$1.78M 0.42%
27,669
-549
64
$1.63M 0.39%
5,165
+1,040
65
$1.62M 0.39%
+2,431
66
$1.6M 0.38%
8,000
67
$1.56M 0.37%
2,090
+83
68
$1.49M 0.35%
6,795
+685
69
$1.4M 0.33%
+17,330
70
$1.39M 0.33%
+3,406
71
$1.36M 0.32%
13,335
+975
72
$1.35M 0.32%
6,890
+4,865
73
$1.35M 0.32%
18,625
-2,300
74
$1.23M 0.29%
+51,050
75
$1.22M 0.29%
37,925
-400
1 2
3
4 5