MAM
Morse Asset Management Portfolio holdings
AUM
$456M
This Quarter Return
+22.27%
1 Year Return
+29.91%
3 Year Return
+155.16%
5 Year Return
+306.41%
10 Year Return
–
AUM
$456M
AUM Growth
+$456M
(+15%)
Cap. Flow
-$3.29M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
35.49%
Holding
387
New
46
Increased
99
Reduced
104
Closed
23
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.52M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.58M |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$2.4M |
| 4 |
Franklin Resources
BEN
|
$1.96M |
| 5 |
Advanced Micro Devices
AMD
|
$1.7M |
Top Sells
| 1 |
Home Depot
HD
|
$3.75M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.66M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$3.56M |
| 4 |
Apple
AAPL
|
$3.55M |
| 5 |
Exxon Mobil
XOM
|
$2.45M |
Sector Composition
| 1 | Technology | 30.69% |
| 2 | Consumer Discretionary | 12.51% |
| 3 | Financials | 11.19% |
| 4 | Communication Services | 9.81% |
| 5 | Industrials | 8.82% |
