MWM

Moran Wealth Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 19.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.23B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$17.9M
3
+$14.6M
4
COF icon
Capital One
COF
+$14.6M
5
CVX icon
Chevron
CVX
+$13.6M

Top Sells

1
+$19.7M
2
+$18.8M
3
+$15.3M
4
DFS
Discover Financial Services
DFS
+$14.5M
5
EVR icon
Evercore
EVR
+$14.4M

Sector Composition

1 Technology 23.25%
2 Industrials 17.42%
3 Financials 14.74%
4 Consumer Discretionary 9.96%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.64M 0.11%
20,003
-435
227
$3.58M 0.11%
42,603
-2,422
228
$3.57M 0.11%
29,000
-2,474
229
$3.56M 0.11%
33,897
-11,685
230
$3.55M 0.11%
42,884
-2,706
231
$3.54M 0.11%
7,425
-66
232
$3.5M 0.11%
+130,020
233
$3.47M 0.11%
+14,937
234
$3.45M 0.11%
8,537
-18,660
235
$3.41M 0.11%
100,826
+22,219
236
$3.36M 0.1%
244,951
-548,897
237
$3.36M 0.1%
21,785
+533
238
$3.31M 0.1%
178,802
+15,750
239
$3.29M 0.1%
33,673
-3,011
240
$3.23M 0.1%
9,723
-635
241
$3.21M 0.1%
52,072
-8,239
242
$3.19M 0.1%
6,602
-334
243
$3.19M 0.1%
75,027
+5,379
244
$3.17M 0.1%
60,552
-1,309
245
$3.15M 0.1%
+6,141
246
$3.14M 0.1%
14,369
+2,358
247
$3.08M 0.1%
17,897
+1,113
248
$3.08M 0.1%
35,466
-2,245
249
$3.05M 0.09%
84,533
-4,458
250
$2.97M 0.09%
13,566
+477
8 9
10
11 12