MAM
Morse Asset Management Portfolio holdings
AUM
$456M
This Quarter Return
+6.13%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$340M
AUM Growth
+$340M
(+1.8%)
Cap. Flow
-$6.32M
Cap. Flow
% of AUM
-1.86%
Top 10 Holdings %
Top 10 Hldgs %
37%
Holding
149
New
21
Increased
40
Reduced
50
Closed
17
Top Buys
| 1 |
American Express
AXP
|
$4.75M |
| 2 |
AutoZone
AZO
|
$3.04M |
| 3 |
Mastercard
MA
|
$1.75M |
| 4 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$1.51M |
| 5 |
Vulcan Materials
VMC
|
$1.44M |
Top Sells
| 1 |
Amazon
AMZN
|
$3.63M |
| 2 |
Intel
INTC
|
$3.61M |
| 3 |
Apple
AAPL
|
$2.49M |
| 4 |
Salesforce
CRM
|
$2.17M |
| 5 |
A.O. Smith
AOS
|
$2.04M |
Sector Composition
| 1 | Consumer Discretionary | 20.89% |
| 2 | Technology | 20.74% |
| 3 | Industrials | 15.33% |
| 4 | Healthcare | 10.86% |
| 5 | Communication Services | 10.48% |
