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
$296M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.62M
3
+$1.6M
4
AMD icon
Advanced Micro Devices
AMD
+$993K
5
FCX icon
Freeport-McMoran
FCX
+$801K

Top Sells

1
+$2.22M
2
+$2.09M
3
+$1.79M
4
LHX icon
L3Harris
LHX
+$1.7M
5
ACLS icon
Axcelis
ACLS
+$1.54M

Sector Composition

1 Technology 27.43%
2 Healthcare 17.42%
3 Consumer Discretionary 11.27%
4 Industrials 8.52%
5 Energy 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.63%
5,896
+681
52
$1.84M 0.62%
5,352
+4,654
53
$1.84M 0.62%
8,200
+356
54
$1.78M 0.6%
8,000
55
$1.74M 0.59%
12,868
+10
56
$1.67M 0.57%
27,731
-1,967
57
$1.65M 0.56%
13,462
+275
58
$1.63M 0.55%
12,235
-11,580
59
$1.63M 0.55%
24,460
-5,020
60
$1.47M 0.5%
16,767
+4,267
61
$1.47M 0.5%
4,039
+1,223
62
$1.42M 0.48%
5,940
+212
63
$1.42M 0.48%
12,939
+1
64
$1.32M 0.45%
24,920
65
$1.29M 0.43%
11,485
+5,685
66
$1.24M 0.42%
8,897
+1,822
67
$1.22M 0.41%
6,383
68
$1.21M 0.41%
7,362
-405
69
$1.19M 0.4%
21,789
+4,270
70
$1.14M 0.39%
10,104
+7,021
71
$1.03M 0.35%
16,500
+1,500
72
$1.03M 0.35%
2,979
+901
73
$1M 0.34%
5,070
74
$971K 0.33%
4,242
+498
75
$948K 0.32%
17,915
+8,545
1 2
3
4 5