Morse Asset Management, Inc Buys Avalara Inc, MongoDB Inc, Franco-Nevada Corp, Sells Las Vegas Sands Corp, VF Corp, Cummins Inc

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May 01, 2020
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Investment company Morse Asset Management, Inc (Current Portfolio) buys Avalara Inc, MongoDB Inc, Franco-Nevada Corp, Bristol-Myers Squibb Company, Alibaba Group Holding, sells Las Vegas Sands Corp, VF Corp, Cummins Inc, Chevron Corp, Teradyne Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Morse Asset Management, Inc. As of 2020Q1, Morse Asset Management, Inc owns 103 stocks with a total value of $209 million. These are the details of the buys and sells.

For the details of Morse Asset Management, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/morse+asset+management%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Morse Asset Management, Inc
  1. Amazon.com Inc (AMZN) - 9,979 shares, 9.30% of the total portfolio. Shares added by 2.09%
  2. Microsoft Corp (MSFT) - 63,793 shares, 4.81% of the total portfolio. Shares reduced by 3.07%
  3. The Home Depot Inc (HD) - 46,705 shares, 4.17% of the total portfolio. Shares added by 3.25%
  4. PayPal Holdings Inc (PYPL) - 85,749 shares, 3.92% of the total portfolio. Shares reduced by 1.77%
  5. Alphabet Inc (GOOGL) - 6,762 shares, 3.75% of the total portfolio. Shares added by 0.85%
New Purchase: Avalara Inc (AVLR)

Morse Asset Management, Inc initiated holding in Avalara Inc. The purchase prices were between $57.89 and $92.77, with an estimated average price of $81.6. The stock is now traded at around $87.97. The impact to a portfolio due to this purchase was 0.75%. The holding were 20,977 shares as of .

New Purchase: SolarEdge Technologies Inc (SEDG)

Morse Asset Management, Inc initiated holding in SolarEdge Technologies Inc. The purchase prices were between $69.48 and $142.2, with an estimated average price of $105.66. The stock is now traded at around $105.25. The impact to a portfolio due to this purchase was 0.33%. The holding were 8,530 shares as of .

New Purchase: Sea Ltd (SE)

Morse Asset Management, Inc initiated holding in Sea Ltd. The purchase prices were between $38 and $52.56, with an estimated average price of $44.78. The stock is now traded at around $54.58. The impact to a portfolio due to this purchase was 0.32%. The holding were 15,100 shares as of .

New Purchase: Accenture PLC (ACN)

Morse Asset Management, Inc initiated holding in Accenture PLC. The purchase prices were between $143.69 and $215.92, with an estimated average price of $193.46. The stock is now traded at around $180.19. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,570 shares as of .

New Purchase: Regeneron Pharmaceuticals Inc (REGN)

Morse Asset Management, Inc initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $336.18 and $494.43, with an estimated average price of $411.31. The stock is now traded at around $523.90. The impact to a portfolio due to this purchase was 0.16%. The holding were 686 shares as of .

New Purchase: ZTO Express (Cayman) Inc (ZTO)

Morse Asset Management, Inc initiated holding in ZTO Express (Cayman) Inc. The purchase prices were between $21.72 and $27.7, with an estimated average price of $24.22. The stock is now traded at around $28.53. The impact to a portfolio due to this purchase was 0.15%. The holding were 11,700 shares as of .

Added: MongoDB Inc (MDB)

Morse Asset Management, Inc added to a holding in MongoDB Inc by 129.00%. The purchase prices were between $98.97 and $180.09, with an estimated average price of $147.81. The stock is now traded at around $157.23. The impact to a portfolio due to this purchase was 0.53%. The holding were 14,370 shares as of .

Added: Franco-Nevada Corp (FNV)

Morse Asset Management, Inc added to a holding in Franco-Nevada Corp by 131.19%. The purchase prices were between $87.98 and $120.61, with an estimated average price of $108.56. The stock is now traded at around $137.05. The impact to a portfolio due to this purchase was 0.48%. The holding were 17,975 shares as of .

Added: Bristol-Myers Squibb Company (BMY)

Morse Asset Management, Inc added to a holding in Bristol-Myers Squibb Company by 67.95%. The purchase prices were between $46.4 and $67.43, with an estimated average price of $61.34. The stock is now traded at around $59.98. The impact to a portfolio due to this purchase was 0.45%. The holding were 42,015 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Morse Asset Management, Inc added to a holding in Alibaba Group Holding Ltd by 26.76%. The purchase prices were between $176.34 and $230.48, with an estimated average price of $209.23. The stock is now traded at around $194.00. The impact to a portfolio due to this purchase was 0.4%. The holding were 20,589 shares as of .

Added: Vertex Pharmaceuticals Inc (VRTX)

Morse Asset Management, Inc added to a holding in Vertex Pharmaceuticals Inc by 184.52%. The purchase prices were between $199.77 and $247.81, with an estimated average price of $229.55. The stock is now traded at around $252.46. The impact to a portfolio due to this purchase was 0.27%. The holding were 3,730 shares as of .

Added: Lululemon Athletica Inc (LULU)

Morse Asset Management, Inc added to a holding in Lululemon Athletica Inc by 50.43%. The purchase prices were between $138.98 and $263.68, with an estimated average price of $224.6. The stock is now traded at around $218.96. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,787 shares as of .

Sold Out: Las Vegas Sands Corp (LVS)

Morse Asset Management, Inc sold out a holding in Las Vegas Sands Corp. The sale prices were between $37.68 and $74.06, with an estimated average price of $61.

Sold Out: VF Corp (VFC)

Morse Asset Management, Inc sold out a holding in VF Corp. The sale prices were between $45.99 and $100.23, with an estimated average price of $78.61.

Sold Out: Teradyne Inc (TER)

Morse Asset Management, Inc sold out a holding in Teradyne Inc. The sale prices were between $44.29 and $76.21, with an estimated average price of $63.74.

Sold Out: Keysight Technologies Inc (KEYS)

Morse Asset Management, Inc sold out a holding in Keysight Technologies Inc. The sale prices were between $78.28 and $105.51, with an estimated average price of $95.3.

Sold Out: Ross Stores Inc (ROST)

Morse Asset Management, Inc sold out a holding in Ross Stores Inc. The sale prices were between $59.97 and $123.81, with an estimated average price of $107.35.

Sold Out: United Parcel Service Inc (UPS)

Morse Asset Management, Inc sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.



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