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
$412M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$2.73M
3
+$2.54M
4
PLTR icon
Palantir
PLTR
+$1.99M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$1.62M

Top Sells

1
+$5.75M
2
+$4.16M
3
+$2.36M
4
TXT icon
Textron
TXT
+$2.1M
5
ADBE icon
Adobe
ADBE
+$1.92M

Sector Composition

1 Technology 31.61%
2 Healthcare 14.17%
3 Consumer Discretionary 12.13%
4 Communication Services 9.22%
5 Financials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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-5,420
156
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157
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-21,896
158
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159
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160
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-21,908
161
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-2,567
162
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