MAM
Morse Asset Management Portfolio holdings
AUM
$456M
1-Year Est. Return
29.91%
1 Year Est. Return
+29.91%
AUM
$396M
AUM Growth
-$40.8M
(-9.3%)
Holding
381
Top Buys
| 1 | +$2.91M | |
| 2 | +$1.81M | |
| 3 | +$1.71M | |
| 4 |
Arm
ARM
|
+$1.47M |
| 5 |
Norwegian Cruise Line
NCLH
|
+$1.44M |
Top Sells
| 1 | +$3.05M | |
| 2 | +$2.9M | |
| 3 | +$2.34M | |
| 4 |
Advanced Micro Devices
AMD
|
+$2.2M |
| 5 |
Iron Mountain
IRM
|
+$2.19M |
Sector Composition
| 1 | Technology | 26.63% |
| 2 | Consumer Discretionary | 14.26% |
| 3 | Financials | 11.81% |
| 4 | Healthcare | 11.63% |
| 5 | Communication Services | 9.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cummins
CMI
$66.8B
| $2.08M | 0.53% |
6,645
+2,844
|
|
||
52
Vertiv
VRT
$71.8B
| $2.04M | 0.52% |
28,287
+4,914
|
|
||
53
NXP Semiconductors
NXPI
$51.6B
| $1.88M | 0.47% |
9,875
-650
|
|
||
|
CHY
54
Calamos Convertible and High Income Fund
CHY
$925M
| $1.83M | 0.46% |
181,383
+33,553
|
|
||
55
GeneDx Holdings
WGS
$4.13B
| $1.81M | 0.46% |
+20,411
|
|
||
56
Merck
MRK
$215B
| $1.8M | 0.45% |
20,054
-2,150
|
|
||
57
Lam Research
LRCX
$209B
| $1.71M | 0.43% |
23,570
+2,300
|
|
||
|
58
Arm
ARM
$164B
| $1.68M | 0.42% |
15,761
+13,727
|
|
||
59
Baker Hughes
BKR
$48.2B
| $1.65M | 0.42% |
37,550
+1,200
|
|
||
60
Howmet Aerospace
HWM
$84.4B
| $1.63M | 0.41% |
12,585
-1,660
|
|
||
61
Walt Disney
DIS
$202B
| $1.55M | 0.39% |
15,725
+62
|
|
||
62
Astera Labs
ALAB
$29.4B
| $1.55M | 0.39% |
25,939
-4,873
|
|
||
63
AbbVie
ABBV
$386B
| $1.5M | 0.38% |
7,148
-165
|
|
||
64
3M
MMM
$89.1B
| $1.49M | 0.38% |
10,116
+4,425
|
|
||
|
65
Norwegian Cruise Line
NCLH
$8.66B
| $1.44M | 0.36% |
+76,135
|
|
||
66
Thermo Fisher Scientific
TMO
$217B
| $1.32M | 0.33% |
2,658
-129
|
|
||
67
Sea Limited
SE
$91.8B
| $1.31M | 0.33% |
+10,047
|
|
||
68
Snowflake
SNOW
$91B
| $1.28M | 0.32% |
+8,736
|
|
||
69
iShares 20+ Year Treasury Bond ETF
TLT
$48.2B
| $1.25M | 0.32% |
13,775
-12,340
|
|
||
70
SPDR Gold Trust
GLD
$131B
| $1.25M | 0.32% |
4,335
|
|
||
71
SL Green Realty
SLG
$3.58B
| $1.23M | 0.31% |
21,350
-400
|
|
||
72
TJX Companies
TJX
$163B
| $1.21M | 0.3% |
9,908
+3,700
|
|
||
73
ProShares S&P 500 High Income ETF
ISPY
$1B
| $1.19M | 0.3% |
28,380
+515
|
|
||
74
CrowdStrike
CRWD
$140B
| $1.14M | 0.29% |
3,246
+3,221
|
|
||
75
Bristol-Myers Squibb
BMY
$96.2B
| $1.14M | 0.29% |
18,720
-47,572
|
|