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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$2.93M
3
+$2.65M
4
ORCL icon
Oracle
ORCL
+$2.59M
5
GLD icon
SPDR Gold Trust
GLD
+$1.93M

Top Sells

1
+$3.62M
2
+$2.4M
3
+$1.84M
4
MRK icon
Merck
MRK
+$1.7M
5
TROW icon
T. Rowe Price
TROW
+$1.27M

Sector Composition

1 Technology 29.73%
2 Healthcare 13.3%
3 Consumer Discretionary 12.08%
4 Financials 9.37%
5 Industrials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$100K 0.02%
+16,002
202
$94.7K 0.02%
+675
203
$92.4K 0.02%
+850
204
$92.1K 0.02%
+682
205
$86.2K 0.02%
+500
206
$83.8K 0.02%
+525
207
$82.5K 0.02%
+1,000
208
$81.1K 0.02%
+300
209
$78.5K 0.02%
+2,300
210
$77K 0.02%
+874
211
$76.1K 0.02%
+2,700
212
$74.5K 0.02%
+334
213
$69K 0.01%
+210
214
$68.7K 0.01%
+250
215
$67.6K 0.01%
+700
216
$67.3K 0.01%
+5,240
217
$65.5K 0.01%
+69
218
$64.1K 0.01%
+1,000
219
$63.7K 0.01%
+1,965
220
$63.3K 0.01%
+1,000
221
$61.8K 0.01%
+400
222
$54.6K 0.01%
+215
223
$51.7K 0.01%
+62
224
$46.2K 0.01%
+300
225
$46.2K 0.01%
+2,500
7 8
9
10 11