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
401
$544K 0.02%
6,769
-912
402
$544K 0.02%
+17,206
403
$540K 0.02%
14,062
+6,960
404
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4,032
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405
$527K 0.02%
5,871
-728
406
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+2,791
407
$520K 0.02%
+13,397
408
$518K 0.02%
3,367
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409
$514K 0.02%
21,716
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410
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11,331
-1,471
411
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412
$509K 0.02%
+9,793
413
$508K 0.02%
40,861
-6,395
414
$499K 0.02%
4,371
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415
$492K 0.02%
4,450
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416
$482K 0.01%
1,999
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417
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418
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419
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420
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2,852
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421
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1,788
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422
$455K 0.01%
34,356
+4,817
423
$453K 0.01%
+15,833
424
$438K 0.01%
+1,571
425
$430K 0.01%
2,179
-243
15 16
17
18 19