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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.93M
3
+$2.65M
4
ORCL icon
Oracle
ORCL
+$2.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.93M

Top Sells

1
+$3.62M
2
+$2.4M
3
+$1.84M
4
MRK icon
Merck
MRK
+$1.7M
5
TROW icon
T. Rowe Price
TROW
+$1.27M

Sector Composition

1 Technology 29.73%
2 Healthcare 13.3%
3 Consumer Discretionary 12.08%
4 Financials 9.37%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.54%
21,223
+13,646
52
$2.46M 0.53%
5,239
+83
53
$2.28M 0.49%
8,712
+2,743
54
$2.22M 0.48%
24,897
+5,642
55
$2.19M 0.47%
14,035
+95
56
$2.16M 0.47%
7,800
57
$2.07M 0.45%
19,000
+4,000
58
$2.06M 0.44%
21,366
+3,185
59
$2.01M 0.43%
2,243
+7
60
$1.93M 0.42%
+7,935
61
$1.86M 0.4%
22,820
-1,220
62
$1.86M 0.4%
49,957
-28,398
63
$1.83M 0.39%
+90,147
64
$1.79M 0.39%
3,058
+31
65
$1.77M 0.38%
67,575
+1,245
66
$1.72M 0.37%
11,232
+80
67
$1.67M 0.36%
4,300
68
$1.61M 0.35%
6,152
-17
69
$1.56M 0.34%
+35,000
70
$1.56M 0.34%
+130,523
71
$1.52M 0.33%
7,226
+5,065
72
$1.49M 0.32%
7,563
+175
73
$1.48M 0.32%
21,275
-300
74
$1.44M 0.31%
15,565
-850
75
$1.43M 0.31%
14,245
-798
1 2
3
4 5