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
101
$10.4M 0.32%
66,723
+928
102
$10.3M 0.32%
75,711
+215
103
$10.3M 0.32%
97,207
-571
104
$10.2M 0.31%
+9,683
105
$9.88M 0.31%
67,505
-249
106
$9.43M 0.29%
+186,192
107
$9.41M 0.29%
+185,413
108
$9.29M 0.29%
186,056
-15,830
109
$9.24M 0.29%
355,825
+8,763
110
$9.14M 0.28%
88,018
+254
111
$9.1M 0.28%
84,390
-4,279
112
$9.05M 0.28%
49,969
-2,025
113
$9.04M 0.28%
44,713
-3,008
114
$8.94M 0.28%
30,639
-2,137
115
$8.93M 0.28%
38,550
-475
116
$8.92M 0.28%
476,245
+14,445
117
$8.84M 0.27%
+24,115
118
$8.65M 0.27%
89,611
+1,736
119
$8.56M 0.27%
118,932
+6,062
120
$8.55M 0.27%
62,192
-78,376
121
$8.49M 0.26%
27,272
-4,174
122
$8.47M 0.26%
38,828
-4,802
123
$8.06M 0.25%
104,684
-667
124
$8.03M 0.25%
47,621
-2,905
125
$7.98M 0.25%
97,775
-6,135
3 4
5
6 7