MAM
Morse Asset Management Portfolio holdings
AUM
$456M
1-Year Return
29.91%
This Quarter Return
-15.28%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$312M
AUM Growth
-$90.6M
(-23%)
Cap. Flow
-$19.9M
Cap. Flow
% of AUM
-6.37%
Top 10 Holdings %
Top 10 Hldgs %
33.57%
Holding
172
New
9
Increased
67
Reduced
43
Closed
38
Top Buys
| 1 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
$2.61M |
| 2 |
Bristol-Myers Squibb
BMY
|
$1.7M |
| 3 |
Valero Energy
VLO
|
$1.63M |
| 4 |
Chevron
CVX
|
$1.24M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.08M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$6.52M |
| 2 |
Amazon
AMZN
|
$2.85M |
| 3 |
NXP Semiconductors
NXPI
|
$2.39M |
| 4 |
BHP
BHP
|
$1.85M |
| 5 |
United Parcel Service
UPS
|
$1.63M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Healthcare | 18.15% |
| 3 | Consumer Discretionary | 12.61% |
| 4 | Energy | 10.95% |
| 5 | Industrials | 8.14% |
