MAM
Morse Asset Management Portfolio holdings
AUM
$456M
This Quarter Return
+7.9%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$379M
AUM Growth
+$379M
(+4%)
Cap. Flow
-$1.05M
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
35.39%
Holding
147
New
9
Increased
60
Reduced
35
Closed
12
Top Buys
| 1 |
Roku
ROKU
|
$4.02M |
| 2 |
MongoDB
MDB
|
$2.24M |
| 3 |
Thermo Fisher Scientific
TMO
|
$1.91M |
| 4 |
Verizon
VZ
|
$1.9M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
$1.88M |
Top Sells
| 1 |
KMG
KMG Chemicals Inc
KMG
|
$4.08M |
| 2 |
Alibaba
BABA
|
$3.56M |
| 3 |
Pultegroup
PHM
|
$3.46M |
| 4 |
Micron Technology
MU
|
$2.86M |
| 5 |
AbbVie
ABBV
|
$1.87M |
Sector Composition
| 1 | Consumer Discretionary | 20.42% |
| 2 | Technology | 19.06% |
| 3 | Industrials | 15.72% |
| 4 | Healthcare | 14.79% |
| 5 | Communication Services | 9.82% |
