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
51
$17.3M 0.54%
35,644
-514
52
$17.3M 0.53%
23,555
-91
53
$17M 0.53%
309,526
-871
54
$16.9M 0.52%
96,083
+4,164
55
$16.6M 0.51%
+77,988
56
$16.5M 0.51%
70,456
-97
57
$16.1M 0.5%
48,846
-939
58
$15.7M 0.49%
75,213
-2,143
59
$15.6M 0.48%
71,044
+2,068
60
$15.4M 0.48%
157,848
-3,335
61
$15.2M 0.47%
167,565
+160,039
62
$15.2M 0.47%
99,312
-1,968
63
$15.2M 0.47%
182,156
-1,771
64
$14.8M 0.46%
27,577
-2,784
65
$14.7M 0.45%
88,419
-1,382
66
$14.5M 0.45%
201,906
-4,383
67
$14.5M 0.45%
64,917
-1,309
68
$14.2M 0.44%
7,792
-56
69
$14.2M 0.44%
26,837
-283
70
$14.1M 0.44%
+94,558
71
$13.8M 0.43%
+96,261
72
$13.7M 0.43%
181,178
+54,624
73
$13.5M 0.42%
154,893
-4,834
74
$13.5M 0.42%
78,993
-4,056
75
$13M 0.4%
72,415
-504
1 2
3
4 5