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
476
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479
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480
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483
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484
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485
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486
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487
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489
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500
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