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
$412M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.73M
3
+$2.54M
4
PLTR icon
Palantir
PLTR
+$1.99M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.62M

Top Sells

1
+$5.75M
2
+$4.16M
3
+$2.36M
4
TXT icon
Textron
TXT
+$2.1M
5
ADBE icon
Adobe
ADBE
+$1.92M

Sector Composition

1 Technology 31.61%
2 Healthcare 14.17%
3 Consumer Discretionary 12.13%
4 Communication Services 9.22%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.27%
15,445
-5,850
77
$1.09M 0.27%
+12,635
78
$1.06M 0.26%
3,821
+454
79
$1.04M 0.25%
+7,577
80
$1.03M 0.25%
+22,526
81
$1.03M 0.25%
12,700
+3,600
82
$991K 0.24%
2,974
83
$971K 0.24%
1,785
-282
84
$949K 0.23%
+6,575
85
$935K 0.23%
4,040
86
$916K 0.22%
3,905
87
$911K 0.22%
5,523
-172
88
$909K 0.22%
59,200
-500
89
$898K 0.22%
16,225
+3,848
90
$893K 0.22%
26,700
-1,000
91
$891K 0.22%
14,000
92
$886K 0.21%
4,150
+650
93
$883K 0.21%
+5,150
94
$871K 0.21%
17,455
+9,255
95
$849K 0.21%
+7,715
96
$825K 0.2%
10,947
+481
97
$785K 0.19%
5,939
98
$765K 0.19%
+3,000
99
$719K 0.17%
40,250
100
$707K 0.17%
11,739
+1,160
2 3
4
5 6