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
101
$498K 0.14%
15,113
+750
102
$480K 0.13%
960
-123
103
$477K 0.13%
10,500
+1,800
104
$471K 0.13%
2,570
+795
105
$445K 0.12%
3,800
-255
106
$438K 0.12%
+2,105
107
$436K 0.12%
5,965
+2,865
108
$421K 0.12%
+4,667
109
$398K 0.11%
+16,885
110
$392K 0.11%
+2,575
111
$334K 0.09%
691
-95
112
$313K 0.09%
+700
113
$300K 0.08%
1,268
-9,710
114
$294K 0.08%
3,405
-1,000
115
$291K 0.08%
+11,310
116
$281K 0.08%
+10,800
117
$279K 0.08%
+3,000
118
$275K 0.08%
+5,700
119
$275K 0.08%
3,000
120
$272K 0.08%
6,591
-14,248
121
$270K 0.07%
+5,929
122
$270K 0.07%
2,550
-325
123
$261K 0.07%
2,087
-380
124
$251K 0.07%
+1,700
125
$246K 0.07%
+5,000
3 4
5
6 7