MAM

Morse Asset Management Portfolio holdings

AUM $500M
1-Year Est. Return 39.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$12.5M
3 +$11.8M
4
META icon
Meta Platforms (Facebook)
META
+$11.6M
5
MU icon
Micron Technology
MU
+$7.93M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.55%
2 Technology 19.48%
3 Industrials 15.24%
4 Healthcare 12.56%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$190K 0.06%
+18,000
127
$162K 0.06%
+12,150
128
$155K 0.05%
+16,400
129
$136K 0.05%
+2,650
130
$116K 0.04%
+16,000