MAM
Morse Asset Management Portfolio holdings
AUM
$501M
1-Year Est. Return
41.02%
1 Year Est. Return
+41.02%
AUM
$456M
AUM Growth
+$60.2M
(+15%)
Holding
387
Top Buys
| 1 | +$4.52M | |
| 2 | +$3.58M | |
| 3 | +$2.4M | |
| 4 |
Franklin Resources
BEN
|
+$1.96M |
| 5 |
Advanced Micro Devices
AMD
|
+$1.7M |
Top Sells
| 1 | +$3.75M | |
| 2 | +$3.66M | |
| 3 | +$3.56M | |
| 4 |
Apple
AAPL
|
+$3.55M |
| 5 |
Exxon Mobil
XOM
|
+$2.45M |
Sector Composition
| 1 | Technology | 30.69% |
| 2 | Consumer Discretionary | 12.51% |
| 3 | Financials | 11.19% |
| 4 | Communication Services | 9.81% |
| 5 | Industrials | 8.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Sherwin-Williams
SHW
$82.3B
| $2.37M | 0.52% |
6,901
+1
|
|
||
52
Arm
ARM
$148B
| $2.36M | 0.52% |
14,566
-1,195
|
|
||
53
Automatic Data Processing
ADP
$102B
| $2.35M | 0.51% |
7,616
-200
|
|
||
54
Lam Research
LRCX
$186B
| $2.32M | 0.51% |
23,870
+300
|
|
||
55
TechnipFMC
FTI
$17.7B
| $2.3M | 0.5% |
66,663
-1,950
|
|
||
|
56
Advanced Micro Devices
AMD
$402B
| $2.25M | 0.49% |
15,855
+11,990
|
|
||
57
CrowdStrike
CRWD
$135B
| $2.23M | 0.49% |
4,371
+1,125
|
|
||
|
CHY
58
Calamos Convertible and High Income Fund
CHY
$889M
| $2.13M | 0.47% |
193,970
+12,587
|
|
||
59
First Solar
FSLR
$27.2B
| $2M | 0.44% |
12,070
+10,153
|
|
||
|
60
Franklin Resources
BEN
$11.5B
| $1.96M | 0.43% |
+82,070
|
|
||
61
GE Vernova
GEV
$157B
| $1.95M | 0.43% |
3,690
+1,493
|
|
||
62
Walt Disney
DIS
$189B
| $1.95M | 0.43% |
15,740
+15
|
|
||
63
Sea Limited
SE
$83.4B
| $1.95M | 0.43% |
12,168
+2,121
|
|
||
64
Merck
MRK
$231B
| $1.72M | 0.38% |
21,787
+1,733
|
|
||
65
3M
MMM
$89B
| $1.57M | 0.34% |
10,301
+185
|
|
||
66
Chevron
CVX
$315B
| $1.54M | 0.34% |
10,765
-7,020
|
|
||
67
Blackstone
BX
$109B
| $1.5M | 0.33% |
10,051
-6,396
|
|
||
68
Diamondback Energy
FANG
$42.7B
| $1.49M | 0.33% |
10,867
-10,393
|
|
||
69
Cheniere Energy
LNG
$46.3B
| $1.46M | 0.32% |
+5,991
|
|
||
70
American Express
AXP
$246B
| $1.46M | 0.32% |
4,563
+458
|
|
||
71
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $1.37M | 0.3% |
15,476
+1,701
|
|
||
72
Alpha Architect 1-3 Month Box ETF
BOXX
$8.13B
| $1.35M | 0.3% |
+12,000
|
|
||
73
Uber
UBER
$190B
| $1.35M | 0.3% |
14,470
+5,360
|
|
||
74
iShares Bitcoin Trust
IBIT
$72.1B
| $1.35M | 0.3% |
22,000
+21,000
|
|
||
75
Morgan Stanley
MS
$260B
| $1.33M | 0.29% |
9,455
+4,931
|
|