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
$316M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.51M
3
+$1.26M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.21M
5
SLB icon
SLB Ltd
SLB
+$925K

Top Sells

1
+$2.46M
2
+$2.06M
3
+$1.95M
4
WYNN icon
Wynn Resorts
WYNN
+$1.52M
5
EL icon
Estee Lauder
EL
+$1.41M

Sector Composition

1 Technology 29.61%
2 Healthcare 16.55%
3 Consumer Discretionary 12.11%
4 Energy 7.97%
5 Communication Services 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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141
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