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
$361M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.88M
4
SDGR icon
Schrodinger
SDGR
+$1.83M
5
SE icon
Sea Limited
SE
+$1.81M

Top Sells

1
+$2.72M
2
+$2.3M
3
+$1.73M
4
HD icon
Home Depot
HD
+$1.71M
5
DHI icon
D.R. Horton
DHI
+$1.54M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 20.29%
3 Healthcare 13.08%
4 Financials 10.82%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$926K 0.26%
6,270
77
$915K 0.25%
30,249
78
$873K 0.24%
13,475
+6,925
79
$855K 0.24%
10,000
80
$844K 0.23%
15,385
81
$806K 0.22%
+27,896
82
$787K 0.22%
5,382
+20
83
$766K 0.21%
11,078
+1,327
84
$735K 0.2%
9,675
-11,265
85
$732K 0.2%
+1,500
86
$729K 0.2%
12,175
-7,100
87
$712K 0.2%
+4,800
88
$699K 0.19%
+9,900
89
$691K 0.19%
8,181
+4,701
90
$687K 0.19%
+11,400
91
$679K 0.19%
305
+50
92
$666K 0.18%
2,900
+200
93
$662K 0.18%
+10,050
94
$634K 0.18%
5,240
-2,100
95
$586K 0.16%
4,040
96
$581K 0.16%
+11,400
97
$548K 0.15%
2,900
-860
98
$535K 0.15%
+11,250
99
$535K 0.15%
9,105
-20,116
100
$500K 0.14%
1,337
+685
2 3
4
5 6