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
426
$426K 0.01%
2,653
+268
427
$417K 0.01%
+3,000
428
$407K 0.01%
2,062
-222
429
$405K 0.01%
1,293
+311
430
$404K 0.01%
+1,271
431
$401K 0.01%
1,628
+365
432
$397K 0.01%
+3,266
433
$397K 0.01%
+9,531
434
$386K 0.01%
2,586
+239
435
$385K 0.01%
2,133
+236
436
$382K 0.01%
+37,409
437
$378K 0.01%
932
-92
438
$371K 0.01%
+3,967
439
$368K 0.01%
23,882
-6,303
440
$358K 0.01%
+7,517
441
$347K 0.01%
4,299
-334
442
$345K 0.01%
2,157
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443
$335K 0.01%
686
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444
$328K 0.01%
216
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445
$326K 0.01%
1,019
+229
446
$316K 0.01%
7,054
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447
$312K 0.01%
+1,711
448
$312K 0.01%
3,394
+813
449
$311K 0.01%
+12,791
450
$305K 0.01%
+4,303
16 17
18
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