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
76
$13M 0.4%
63,688
+62,066
77
$13M 0.4%
58,740
-189
78
$12.5M 0.39%
113,137
+1,820
79
$12.4M 0.38%
33,079
-2,658
80
$12.1M 0.38%
47,049
-188
81
$12M 0.37%
+65,752
82
$11.9M 0.37%
211,648
+196,871
83
$11.8M 0.37%
38,112
-354
84
$11.8M 0.36%
62,788
-1,203
85
$11.7M 0.36%
209,178
+661
86
$11.6M 0.36%
+185,152
87
$11.6M 0.36%
11,704
+128
88
$11.5M 0.36%
15,748
-40
89
$11.5M 0.36%
+87,076
90
$11.3M 0.35%
164,016
+1,702
91
$11.3M 0.35%
72,012
-3,492
92
$11.3M 0.35%
59,775
-2,525
93
$11.1M 0.35%
165,186
+2,023
94
$10.9M 0.34%
169,515
-1,042
95
$10.7M 0.33%
103,964
+37,156
96
$10.6M 0.33%
142,767
+3,319
97
$10.6M 0.33%
19,793
-862
98
$10.5M 0.33%
217,954
-522
99
$10.5M 0.33%
+106,216
100
$10.4M 0.32%
226,949
-130,402
2 3
4
5 6