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
$361M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.88M
4
SDGR icon
Schrodinger
SDGR
+$1.83M
5
SE icon
Sea Limited
SE
+$1.81M

Top Sells

1
+$2.72M
2
+$2.3M
3
+$1.73M
4
HD icon
Home Depot
HD
+$1.71M
5
DHI icon
D.R. Horton
DHI
+$1.54M

Sector Composition

1 Technology 28.6%
2 Consumer Discretionary 20.29%
3 Healthcare 13.08%
4 Financials 10.82%
5 Communication Services 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,475
152
– –
-1,133
153
– –
-12,200
154
– –
-2,275
155
– –
-16,226
3 4 5 6
7