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
326
$983K 0.03%
3,319
-53
327
$980K 0.03%
12,139
-2,303
328
$974K 0.03%
23,185
+1,106
329
$956K 0.03%
6,826
-22
330
$909K 0.03%
3,939
-97
331
$900K 0.03%
46,624
-1,006
332
$890K 0.03%
11,432
-2,410
333
$890K 0.03%
5,768
-289
334
$871K 0.03%
15,761
-134
335
$863K 0.03%
24,255
+1,635
336
$854K 0.03%
+2,433
337
$851K 0.03%
19,489
+9,194
338
$841K 0.03%
3,739
+953
339
$828K 0.03%
5,187
+135
340
$824K 0.03%
17,750
+309
341
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10,905
+4,878
342
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10,432
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343
$809K 0.03%
5,838
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344
$793K 0.02%
59,055
+1,727
345
$792K 0.02%
26,663
-4,557
346
$777K 0.02%
1,724
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347
$776K 0.02%
7,778
-50
348
$766K 0.02%
4,176
-556
349
$755K 0.02%
37,045
+543
350
$754K 0.02%
8,058
+108
12 13
14
15 16