MAM
Morse Asset Management Portfolio holdings
AUM
$456M
This Quarter Return
+10.71%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$292M
AUM Growth
+$292M
(+9%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
34.1%
Holding
151
New
27
Increased
49
Reduced
39
Closed
22
Top Buys
| 1 |
AbbVie
ABBV
|
$2.4M |
| 2 |
Intuitive Surgical
ISRG
|
$1.81M |
| 3 |
Ross Stores
ROST
|
$1.71M |
| 4 |
Primerica
PRI
|
$1.67M |
| 5 |
StoneCo
STNE
|
$1.55M |
Top Sells
| 1 |
Amazon
AMZN
|
$3.57M |
| 2 |
Home Depot
HD
|
$3.08M |
| 3 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$2.39M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.68M |
| 5 |
COR
Coresite Realty Corporation
COR
|
$1.61M |
Sector Composition
| 1 | Technology | 21.97% |
| 2 | Consumer Discretionary | 20% |
| 3 | Industrials | 13.94% |
| 4 | Healthcare | 11.91% |
| 5 | Communication Services | 11.56% |
