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
276
$2.15M 0.07%
+32,743
277
$2.14M 0.07%
+67,089
278
$2.13M 0.07%
40,131
-6,000
279
$2.11M 0.07%
13,107
-38
280
$2.09M 0.06%
+28,662
281
$2.05M 0.06%
+28,295
282
$2.03M 0.06%
+81,809
283
$2.01M 0.06%
70,778
-9,148
284
$1.95M 0.06%
116,315
-15,862
285
$1.87M 0.06%
6,357
-264
286
$1.85M 0.06%
63,172
-7,821
287
$1.8M 0.06%
67,630
-1,627
288
$1.78M 0.06%
58,069
-801
289
$1.75M 0.05%
17,376
-226
290
$1.74M 0.05%
54,430
-617
291
$1.66M 0.05%
23,250
-200
292
$1.56M 0.05%
15,787
-42,085
293
$1.53M 0.05%
35,359
-184
294
$1.51M 0.05%
50,155
-115
295
$1.5M 0.05%
30,780
+2,358
296
$1.5M 0.05%
25,754
-540
297
$1.47M 0.05%
7,201
+13
298
$1.44M 0.04%
8,121
-161
299
$1.44M 0.04%
+52,701
300
$1.43M 0.04%
+29,747
10 11
12
13 14