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
$420M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$2.31M
3
+$1.89M
4
INMD icon
InMode
INMD
+$1.89M
5
MRVL icon
Marvell Technology
MRVL
+$1.72M

Top Sells

1
+$7.1M
2
+$3.4M
3
+$2.45M
4
XPO icon
XPO
XPO
+$2.36M
5
GM icon
General Motors
GM
+$1.8M

Sector Composition

1 Technology 29.19%
2 Consumer Discretionary 16.94%
3 Healthcare 14.19%
4 Financials 11.16%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$416K 0.1%
2,000
127
$413K 0.1%
+5,320
128
$407K 0.1%
2,075
129
$369K 0.09%
+5,000
130
$368K 0.09%
+2,600
131
$367K 0.09%
7,279
+1,350
132
$345K 0.08%
+5,575
133
$340K 0.08%
+2,700
134
$333K 0.08%
2,000
135
$321K 0.08%
7,000
136
$297K 0.07%
+11,731
137
$281K 0.07%
7,500
-1,613
138
$271K 0.06%
435
-10
139
$270K 0.06%
3,580
-787
140
$264K 0.06%
6,930
-5,907
141
$259K 0.06%
4,032
-2
142
$258K 0.06%
+6,000
143
$231K 0.06%
+7,800
144
$227K 0.05%
+575
145
$219K 0.05%
4,650
146
$218K 0.05%
+8,485
147
$214K 0.05%
+10,000
148
$212K 0.05%
+560
149
$167K 0.04%
10,000
150
$157K 0.04%
20,000
4 5
6
7 8