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
251
$2.96M 0.09%
+116,743
252
$2.95M 0.09%
38,863
+3,002
253
$2.93M 0.09%
95,361
+8,033
254
$2.89M 0.09%
42,545
-1,511
255
$2.88M 0.09%
180,484
-10,794
256
$2.84M 0.09%
36,442
+2,017
257
$2.72M 0.08%
58,300
+16,259
258
$2.66M 0.08%
62,413
+8,983
259
$2.65M 0.08%
28,382
-4,162
260
$2.59M 0.08%
+54,000
261
$2.55M 0.08%
60,531
+44,664
262
$2.52M 0.08%
33,983
-14,653
263
$2.49M 0.08%
17,569
+3,852
264
$2.46M 0.08%
+28,229
265
$2.46M 0.08%
25,149
-3,534
266
$2.41M 0.07%
4,590
-15,211
267
$2.39M 0.07%
36,273
-5,595
268
$2.37M 0.07%
37,159
-8,328
269
$2.37M 0.07%
26,343
-956
270
$2.36M 0.07%
+37,832
271
$2.28M 0.07%
9,388
-251
272
$2.19M 0.07%
18,404
+2,135
273
$2.17M 0.07%
90,688
-32,933
274
$2.17M 0.07%
46,376
-5,803
275
$2.16M 0.07%
48,623
-6,688
9 10
11
12 13