MAM

Morse Asset Management Portfolio holdings

AUM $500M
1-Year Est. Return 39.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.67M
3
+$1.37M
4
FCX icon
Freeport-McMoran
FCX
+$1.13M
5
HQY icon
HealthEquity
HQY
+$1.11M

Top Sells

1
+$3.02M
2
+$2.65M
3
+$2.41M
4
MOS icon
The Mosaic Company
MOS
+$2.21M
5
TRTN
Triton International Limited
TRTN
+$1.97M

Sector Composition

1 Technology 29.16%
2 Consumer Discretionary 18.05%
3 Healthcare 12.46%
4 Financials 11.78%
5 Communication Services 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
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