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 17.41%
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
26
$24.9M 0.77%
236,432
-5,921
27
$23.7M 0.73%
249,480
+14,313
28
$23.5M 0.73%
142,648
-17,093
29
$23.4M 0.73%
60,362
-868
30
$23.4M 0.72%
65,469
-84
31
$23.1M 0.71%
54,840
-8,068
32
$22.5M 0.7%
30,525
+449
33
$22M 0.68%
73,444
-2,515
34
$22M 0.68%
58,093
-6,482
35
$21.5M 0.67%
94,437
-1,525
36
$21.4M 0.66%
308,048
-14,133
37
$21.3M 0.66%
77,114
-6,182
38
$21M 0.65%
195,416
-958
39
$21M 0.65%
65,703
-1,985
40
$20.9M 0.65%
204,196
-1,794
41
$20.6M 0.64%
83,376
-2,757
42
$20M 0.62%
195,097
+247
43
$19.9M 0.62%
240,456
-1,262
44
$19.6M 0.61%
110,413
-780
45
$19.1M 0.59%
181,339
-9,288
46
$19.1M 0.59%
46,848
+1,161
47
$18.8M 0.58%
+52,827
48
$18.6M 0.58%
+103,311
49
$18.4M 0.57%
61,677
-683
50
$18.3M 0.57%
32,523
-1,013
1
2
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