MAM
Morse Asset Management Portfolio holdings
AUM
$456M
This Quarter Return
+11.95%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$296M
AUM Growth
+$296M
(+7.5%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
29.5%
Holding
151
New
20
Increased
54
Reduced
45
Closed
17
Top Buys
| 1 |
Applied Materials
AMAT
|
$2.51M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.62M |
| 3 |
S&P Global
SPGI
|
$1.6M |
| 4 |
Advanced Micro Devices
AMD
|
$993K |
| 5 |
Freeport-McMoran
FCX
|
$801K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$2.22M |
| 2 |
CVS Health
CVS
|
$2.09M |
| 3 |
lululemon athletica
LULU
|
$1.79M |
| 4 |
L3Harris
LHX
|
$1.7M |
| 5 |
Axcelis
ACLS
|
$1.54M |
Sector Composition
| 1 | Technology | 27.43% |
| 2 | Healthcare | 17.42% |
| 3 | Consumer Discretionary | 11.27% |
| 4 | Industrials | 8.52% |
| 5 | Energy | 8.33% |
