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
$281M
AUM Growth
+$71.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.23M
3
+$2.21M
4
VEEV icon
Veeva Systems
VEEV
+$1.47M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.4M

Top Sells

1
+$2.75M
2
+$1.71M
3
+$1.56M
4
STNE icon
StoneCo
STNE
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.11M

Sector Composition

1 Technology 26.93%
2 Consumer Discretionary 21.13%
3 Healthcare 14.91%
4 Financials 10.26%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$799K 0.28%
4,610
+2,160
77
$770K 0.27%
+20,600
78
$769K 0.27%
6,270
-1,700
79
$733K 0.26%
10,000
-26
80
$703K 0.25%
30,249
81
$699K 0.25%
5,362
82
$687K 0.24%
15,385
+20
83
$660K 0.24%
8,683
+100
84
$609K 0.22%
9,189
-51
85
$517K 0.18%
1,405
86
$490K 0.17%
786
+100
87
$488K 0.17%
+6,130
88
$462K 0.16%
2,700
89
$446K 0.16%
4,740
-1,817
90
$406K 0.14%
255
-60
91
$394K 0.14%
14,363
92
$359K 0.13%
+3,085
93
$359K 0.13%
4,040
-2,700
94
$343K 0.12%
+1,800
95
$328K 0.12%
3,679
+51
96
$320K 0.11%
+4,760
97
$316K 0.11%
+10,000
98
$297K 0.11%
2,457
+130
99
$294K 0.1%
+645
100
$290K 0.1%
2,290
-2,610
1 2 3
4
5