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
$412M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.73M
3
+$2.54M
4
PLTR icon
Palantir
PLTR
+$1.99M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.62M

Top Sells

1
+$5.75M
2
+$4.16M
3
+$2.36M
4
TXT icon
Textron
TXT
+$2.1M
5
ADBE icon
Adobe
ADBE
+$1.92M

Sector Composition

1 Technology 31.61%
2 Healthcare 14.17%
3 Consumer Discretionary 12.13%
4 Communication Services 9.22%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.49%
41,844
+17,428
52
$1.99M 0.48%
+78,355
53
$1.92M 0.46%
34,515
+23,370
54
$1.86M 0.45%
7,800
55
$1.86M 0.45%
13,940
+390
56
$1.8M 0.44%
18,181
+855
57
$1.78M 0.43%
15,438
-1,982
58
$1.76M 0.43%
2,236
-1
59
$1.74M 0.42%
66,330
+7,475
60
$1.62M 0.39%
+15,000
61
$1.55M 0.38%
+19,255
62
$1.54M 0.37%
+169,962
63
$1.44M 0.35%
2,420
+160
64
$1.41M 0.34%
3,027
+422
65
$1.41M 0.34%
4,300
66
$1.39M 0.34%
8,020
+3,830
67
$1.38M 0.33%
11,152
+10
68
$1.38M 0.33%
6,169
+221
69
$1.38M 0.33%
+24,150
70
$1.27M 0.31%
7,388
-500
71
$1.26M 0.31%
8,048
-2,067
72
$1.23M 0.3%
16,415
-22,279
73
$1.22M 0.3%
21,575
+750
74
$1.18M 0.29%
5,969
+3,462
75
$1.17M 0.28%
15,043
-2,925
1 2
3
4 5